Customer Notes

INTRODUCED: 20130403 - V3.0.8 (sponsored by LONAP)

Customer Notes allow administrators to add / update / view / delete notes on a per customer basis via the customer overview page. Specific features include:

• all actions are via AJAX allowing a quick seamless experience;
• notes can be private (visable to admins only) or public (also visable to the customer via their own portal);
• if a note is marked as public, there is a clear and obvious user interface hint to remind the admin of this;
• there is a Unread Notes action via the My Account menu to show a given admin a list of customers with unread notes for that admin;
• notes have a title (required) and a plain text area for additional information.
• admins can choose to be alerted by email to new / edited / deleted notes in one of three ways:
  • all notes for all customers
  • watched customers only
  • watched notes only