Statey Support and Docs
  • Support and Docs Home

Customer notes

Customer notes are visible to all of your organisation's users in Statey.

To access a customer's notes, click on their name from the dashboard.

Click on 'Notes' in the sub-menu on that customer's page.


← Previous feature: Manually send statements

Next feature: Users and permissions →

Last updated on September 8, 2024

Categories

  • Features and Guides
  • Terms, Policies & Procedures
No results found

© Statey 2025. Powered by Help Scout