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Admin Notes

(2.3.1 beta 4 and higher)

 

Related Docs:   Signup, Transaction and Revenue Reports

Admins can make and view notes to particular user accounts. These notes will not be visible to users.

To make an admin note for specific account, do the following:

  1. Click the Account ID to go to the account details:
  2. Custom Jobs0
  3. To view/post admin notes for this account, click the Notes link in the Control Panel User section.
  4. Admin Note
  5. On the page that appears, enter a note in the text box and click the add a note button. You will also see the notes added before.


Related Docs:   Signup, Transaction and Revenue Reports







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