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Add Internal Comments to a Customer Order

Add internal notes visible only to staff on a Customer Order, including on closed orders.

Internal Comments let you record staff-facing notes directly on a Customer Order. Comments are visible to all users but can only be edited or deleted by the user who posted them.
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Steps

1. Open the Customer Order and find the Add to this Order section. Click Internal Comments to expand it.
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Shows a Customer Order screen for Jeremy Price with a blue header bar containing the customer name and 'Price Level: Def


​2. An Internal Comments section opens on the Customer Order. Type your note in the Your comment field, then click Post to save it.
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Shows the Internal Comments section after a comment has been posted. The blue 'INTERNAL COMMENTS' header now displays '1


​3. Once posted, the comment appears in the Internal Comments section. To edit or delete your own comment, click the pencil icon to edit or the trash icon to delete.
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Further Information

Keep the following in mind when using Internal Comments on Customer Orders:

  • The most recently posted Internal Comment appears at the top of the Internal Comments section.

  • Internal Comments posted by all users are visible to all users in the section.

  • You can edit or delete only your own Internal Comments. You cannot edit or delete comments posted by another user.

  • Each individual Internal Comment can be up to 255 characters.

  • You can add Internal Comments even after a Customer Order is closed.

  • In any Advanced Search relevant to Customer Orders, you can add a Notes column to the search results. This column displays the most recently posted Internal Comment for each Customer Order.

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