The Notes on a customer profile is a dedicated space for your team to record internal information about a customer — visible only to staff, never to the customer.
How to Access
Click Customers in the left sidebar.
Open the customer profile.
Click the Notes button.
Adding a Note
Type your note.
Click Add Note or click into the notes field.
Save — notes are timestamped and attributed to the team member who wrote them.
What to Record in Notes
Special instructions or preferences (e.g. "Always call before delivery")
Conversation summaries or follow-up actions
Account flags (e.g. "Prepay required", "VIP — priority handling")
Dispute or complaint history
Relationship context useful for your sales or service team
Notes Are Internal Only
Notes are never visible to the customer. They do not appear on invoices, receipts, or any customer-facing communication. They are purely for your team's reference.
Editing and Deleting Notes
Notes can be edited or deleted after creation. Each note shows the author and timestamp, giving you a clear record of when information was added and by whom.
Need Help?
Email: [email protected]
Phone: 844-949-6424 (844-WIZ-niche)
Live Chat: Click the blue WIZchat Messenger icon in the bottom corner of your screen.