View A Customer's / Member's Notes

This outlines the How To View A Customer's/Member's Notes in Touch.

How To View A Customer's/Member's Notes?      ▲ ▼

In Touch a Customer's/Member's Internal Notes can be viewed as follows:

• Add a Customer/Member, that has Internal Notes recorded, to an order/sale.
• Select the Account Status (#104) POS Key to open the Account Status screen and then select the View Notes option.
  
  OR
  
  
• Ensure the Popup Member Internal Notes when customer is added to sale option is selected in the Misc tab of the Customers screen. This will ensure the Customer's/Member's Internal Notes will be displayed in a popup when added the Customer/Member is added to an order/sale.

End of article      ▲