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Add a global comment to your customer file or to a contact!

It may be relevant to show certain information about your customer: risk, blocked account, general behavior ...

In order to attract attention it's possible to enter a general comment at the customer file level (not specific to certain transactions).

To do so edit your customer account with the small blue pen, and fill in your comment:
Global comment on customer file
Global comment on customer file

This is displayed in yellow at the top of the customer file:
Global comment on customer file

Need to do the same but about a contact? Also edit your customer account using the small blue pencil, and fill in your comment at the contact level, your comment will be displayed urder the e-mail address:
Contact comment

Contact comment