Customer Memos allow your team to add short internal notes directly to a customer record. Memos are ideal for capturing quick context, reminders, or important details that don’t belong in structured customer fields.
Memos are internal-only and do not affect orders, pricing, or customer-facing documents.
What Are Customer Memos?
Customer Memos are lightweight internal notes associated with a customer. They are separate from the longer Notes section in the customer Details tab and are designed for fast, time-stamped updates.
Common use cases include:
Internal reminders
Account context or history
Special handling instructions
Sales or support notes
Each memo records:
The author
The date and time it was created
Add a Memo to a Customer
Open Sales → Customers
Select the customer you want to update
Navigate to the Memos tab
Click Add memo
Enter your note in the memo editor
Click Save memo
The memo will immediately appear in the memo list for that customer.
Formatting Memos
The memo editor supports rich text formatting, allowing you to:
Use bold, italics, and underline
Create lists and structured notes
Format content for readability
This makes it easy to keep important information clear and scannable.
Edit or Delete a Memo
Each memo includes management actions:
Edit
Update the memo content if details change or need clarificationDelete
Permanently remove the memo from the customer record
Deleting a memo does not affect historical orders or transactions.
Important Notes
Memos are for internal use only
Memos are not visible to customers
Memos do not impact pricing, orders, or reporting
Memos are intended for quick context, not long-term documentation
For longer or more detailed internal notes, use the Notes section in the customer Details tab.
Related Topics
Customer Record Overview
Create a Customer
Update a Customer
Add and Manage Customer Attachments
Add and Manage Customer Contacts