New Feature: Customer Notes

We are please to announce a new ‘Customer Notes’ feature for www.cannybill.com.

Customer notes enable you to add notes against a customer when for example they call you up or you want to save some information relating to their account.

Admin -> Settings -> Invoice Settings

Customer Notes - 1

From here you can turn the customer notes feature on or off.

Admin -> Customers -> View Customer Details

Customer Notes - 2

From the main customer details page you can see how many notes have been created and also create a new note.

Admin -> Customers -> View Customer Details -> Add Customer Note

Customer Notes - 3

From this page you can write or edit your customer notes.

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