How to add notes and comments to a record on the admin console

The notes and comments feature makes it easy to leave internal or public messages, reminders, or updates on customer records. It could be something your team members should keep in mind or a quick log of recent activity, this feature helps everyone stay on the same page. The feature is available on the customers, loans, loan requests and transactions pages.

Public vs Internal notes

Before creating a note, it is important to understand the difference between public and internal messaging.

Internal notes

Internal notes are visible only to your staff members.

Use internal notes for:

• Operational reminders
• Investigation logs
• Risk or fraud review comments
• Account status observations
• Workflow communication between team members

Internal notes help your team stay aligned without exposing operational discussions to customers.

Public notes / messaging

Public notes are visible to customers and allows customer-facing communication.

Use public notes for:

• Status updates on requests
• Customer instructions
• Transaction explanations
• General account messages

Public notes should be written clearly and professionally since customers may read them.

How to add a note or comment to a customer record

Here’s how to do it:

• Go to the “Customers” tab. From the left menu, under Customer management, click on “Customers” to open the full customer list.

• Find the customer. Use the Filter by option to search by email, phone number, BVN, or other available details.

• Select the customer. Click anywhere on the customer’s row to open their profile and get started with your note.

• Open the notes & comments modal. On the Customer details page, locate the “Add note” button in the top-right corner. Click it to open the notes modal.

• Enter your note or comment. Choose whether the note is internal or public and type your note in the comment field at the bottom of the modal. You can also add more formats to the note / comment you have added by highlighting the text.
• Save your note. Click “Send” once you are sure of your entry.

• Viewing existing notes. The “Add note” button will change to “View notes” if there are existing comments, allowing you to review past notes anytime.

Read also: What is Lendsqr, and how does it work?