The Notes & Comments feature allows you to add internal notes, instructions or comments to a record (customer, loan, loan request and transaction), ensuring that your team stays informed about key interactions, updates, or decisions. 


This feature is available on the customers, loans, loan requests and transactions pages.



Steps to Add a Note or Comment


1️⃣ Navigate to the “Customers” Tab

  • Under Customer Management, click on “Customers” to access the customer list.


2️⃣ Find the Customer You Want to Add a Note For

  • Use the Filter By option to search for a customer using their email, phone number, BVN, etc.


3️⃣ Select the Customer

  • Click on the row of the customer you wish to add a note to.


 

4️⃣ Open the Notes & Comments Modal

  • On the customer details page, locate the "Add Note" button in the top-right corner. Click it to open the notes modal.


 5️⃣ Enter Your Note or Comment

  • Type your note in the comment field at the bottom of the modal.


You can also add more formats to the note / comment you have added by highlighting the text.



 6️⃣ Save Your Note

  • Click “Send” once you are sure of your entry.



Viewing Existing Notes

  • The "Add Note" button will change to "View Notes" if there are existing comments, allowing you to review past notes anytime.