Customer Notes
If you would like to add a field for Customer Notes that is only visible for you as the merchant, you can use the Customer Attributes for this purpose.
Within your Customers > Attributes add a new attribute.
Enter the following information:
Settings
- Name - Enter something like "Customer Notes"
- Attribute Type - Select "WYSIWYG": this will give you a larger text field to enter notes.
- Entity Type - Customer
Next, Click Save.
Visibility
Since Customer Notes shouldn't be shown to customers, leave all settings un-checked and "Do Not Show" in the dropdown setting.
Forms
Check the following settings to allow Customer Notes to be editable in the Admin:
- Customer Create / Edit / View Form (Admin)
- Checkout Registration Form
- Order Creation Form (Admin)
Updated almost 3 years ago