The notes and comments feature makes it easy to leave internal 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.
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. 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.
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