Introduction
Admins often need to keep track of important user activities by adding notes or comments in the admin console. Sometimes, these notes aren’t enough on their own, supporting documents, screenshots, or files might be needed to give the full picture. With this feature, admins can easily upload and attach documents or files while adding a note or comment, making it simpler to share key information with other team members and keeping everything organized in one place.
To Uploading Documents and Files When Adding a Note follow these steps:
Log into your admin console and navigate to customer management section
Click on “Customers” and proceed to clicking on the particular customer you want to add a new comment or note on
After clicking on your customer, click on Notes and comments at the top right of the customer dashboard on the admin console
A side panel will then appear; proceed by clicking on the comment field within the panel to add your note.
Click on the attachment (paperclip) icon; once clicked, you can upload any image or file related to that specific customer to provide supporting documentation or additional context.
