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Notes on Customers

Magento 2 / Organize notes on your customers

$99

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/1 Add / Edit Notes

Now it’s easy to attach private or customer available note to your clients

/2 Notify Clients

Check the button to notify client about added note

/3 Send Templated Notes

Simplify your workflow by adding templates and add notes in two clicks

View video demonstration

Attach and Edit Notes To YOur Customer

Add notes in a few clicks

  • Store notes about your customers in seconds
  • Add notes to customer right from customer or order edit page
  • You can update and delete notes in seconds
  • Notify customer about added note
  • Send CC Email to specified email for added note

USe Templates

Attach templated notes

Select template, click save and voila, note was attached

 

DISPLAY notes to customer

Customer can view notes

If you select to show note to customer, it will be displayed in separate section in customer dashboard

Orders Integration

View added notes from the order page

To understand your customer preferences or keep internal notes regarding the customer

View added notes at the creating order step

View notes at the order creation page

To keep other employees in context of current customer

Admin Credentials

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Reviews

stevesun

I needed a way to document information on my customers as we interact with the customer. Alex customized the extension so it shows how many notes a customer has in the menu choices in the first column so all my Customer Service People know to go look at the notes when dealing with the customer. Know I can have multiple Service People work on multiple customers because the notes are there for every one of my employees to see. I highly recommend this extension. It paid for itself the first few days we started using it.

Ben

I purchased the addon. It works great, and I must say I am amazed both by your proactivity and skill, Alex!

Cgard

This extension does what it describes. It works great on my magento. The developer install it at no cost and the support was excellent. Thanks,

MacDokie

Extension worked as expected and out-the-box, furthermore, received fast response on my feedback.

Looking for specific features?

We are ready to customize this extension for you
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