How to Add Notes to Customers

Before You Begin

• Sign in at https://app.joinzipper.com/auth/login with owner or admin permissions

Steps

Step 1: Open the customer profile

1. Go to Contacts > Customers
2. Find the customer by searching by name or email and click their name

Step 2: Add a note

1. Scroll to the Notes section on the customer profile
2. Click Add note
3. Type your note — include relevant context such as preferences, communication history, or follow-up reminders
4. Set visibility: Team only or Visible to customer as appropriate
5. Click Save

The note is saved with a timestamp and appears in the customer’s note history.

Viewing Notes

From the Notes section you can view the full note history in chronological order, and edit or delete notes if you have permission.

Troubleshooting

No Notes section visible? Confirm you’re on the customer profile page (not the list) and that you have permission to view notes.

Can’t add notes? Verify you have permission to manage customers and that the notes feature is enabled for your organization.

Notes not saving? Confirm you’ve entered content and clicked Save, and that your internet connection is stable.

Can’t see notes from teammates? Notes may be set to a visibility level your role can’t access — contact your org admin to verify your team access.

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Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

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