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Accessing the Customer Modal from Notes

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Bytimothy A
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Overview: 

Accessing the Customer Modal from Notes lets you quickly view detailed information about a customer directly from a note. This helps you reference customer data, track interactions, and make informed decisions without navigating away from your notes.

Follow these steps to access the Customer Modal from notes:

Step 1: On your Dashboard, navigate to the Notes tab under the Customers section.
Step 1: On your Dashboard, navigate to the Notes tab under the Customers section.

Step 2: Look for the customer’s name in the Notes overview. By clicking the name, you will be directed to the customer modal.

Step 2: Look for the customer’s name in the Notes overview. By clicking the name, you will be directed to the customer modal.

Step 3: You are now in the customer modal, where you can view the overview and perform actions for that specific customer.

Step 3: You are now in the customer modal, where you can view the overview and perform actions for that specific customer.

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