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Web Dashboard & App: Customer Notes

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 1. From your computer, log into the Web Dashboard.

 

 2. Click on Customers. 

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3. Click on the Customer name. 

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4. Click on the '+' sign to add a customer note. 

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Mobile 

1. Tap Customers. 

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2. Select the customer.

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3. Scroll Down. 

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4. Tap on Notes. 

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5. Tap the '+' sign to add notes. 

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6 Comments

Date Votes
  • 0
    Avatar
    Kellybloomfield

    I am liking the new stuff you are adding! This will be very useful for me and maybe get me closer to paperless! Thanks! I use this app every day!

  • 0
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    Steve

    Soooo happy to finally see this app moving forward in big ways. I also use it every day in my business and can't wait to see what kinds of enhancements 2015 brings! Thanks InvoiceASAP!

  • 0
    Avatar
    Paul Hoeper

    Thanks for the kind words.  We have a lot of new features coming in 2015!

  • 0
    Avatar
    Mike

    Is there a way to edit notes after they are saved?

  • 0
    Avatar
    InvoiceASAP Tech Team

    Hi Mike,

    No, you cannot edit a note, only create and delete. 

    This was by design to ensure the integrity of the note, that it wasn't modified at a later date by someone. 

    Only Company Admins have the ability to delete a note.

    If you have team members on your account, they cannot delete a note.

     

  • 0
    Avatar
    john Flaherty

    I have just recently jumped ship from Invoice2Go to your program, after lots of requests going unheeded by their support services. Great to see that you guys appear to be listening to your customers and providing a much wider ability for your customers to interact with the software, especially for me to be able to access my customer info to then create mail merge bailouts to my customers! Brilliant!!

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