Customer notes are for anything your team should know about a customer, such as "Allergic to sulphites - ask before tastings" or "Prefers to be called by first name". Notes are for staff only; customers never see them.
Customer notes are different from order notes. A customer note stays with the customer. An order note, added when you create an order, stays with that order.
How to add a note
Click Customers in the left-hand menu, then click the customer's name.
Click Add Note.
Type the note.
Click Save.
The note appears on the Notes tab with your name and the date and time, and in the customer's Activity.
How to pin a note
Pin a note when every staff member should see it, for example an allergy.
Open the customer's Notes tab (hover over the icons under the buttons to find it).
Click the arrow button at the right of the note.
Click Pin.
The pinned note shows at the top of the customer's record, and in Vintner (WithWine's point of sale) when staff serve that customer. To unpin it, click the arrow button and click Unpin.
How to reply to a note
Staff can reply to each other in a thread under a note.
On the Notes tab, click the arrow button at the right of the note.
Click Add Response, type your reply and save it.
How to edit or delete a note
On the Notes tab, click the arrow button at the right of the note.
Click Edit to change it, or Delete to remove it.
How to add the same note to many customers
Use Bulk Actions > Add Note on the Customers screen. See "How to select customers, orders or club members for bulk actions" first, because with no customers ticked the note goes on everyone in the list.