Customer Notes – Now with History Tracking

What’s New?

You can now track the full history of Customer Notes, including who added or modified a note and when it was done. This ensures all updates are traceable and older notes are no longer overwritten. 

Navigation:

Customers → Action Column → Click the Note Icon

How It Works

1. Click the Note icon next to any customer in the list.

2. The Customer Notes popup now has two sections:

   • Note: The editable field where you enter or update your customer note.

   • Note History: A section that shows all past notes and updates.

3. When you save a new note, it is:

   • Saved to the main note area

   • Also recorded in the Note History section with the user's name and timestamp

4. History entries are listed in descending order (latest first) 

5. Each entry in Note History shows:

   • The full note text

   • Updated by (user name)

   • Date & time 

Why It Helps:

• Track all updates – See what was written and when
• Know who made changes – Each entry is user-stamped
• Resolve issues easily – Useful for audits or customer questions
• Improve teamwork – Everyone sees the full note history