How to Set Up a Customer Notes Field Using Attributes #
Overview #
Tip: The Notes field in Lifelong POS is a customizable attribute that helps store customer details to improve service and tracking.
Key Benefits:
- Enhanced Customer Management: Keep personal notes for stronger customer relationships.
- Tailored Service: Use stored preferences to personalize interactions.
- Smarter Reporting: Notes can support better analysis and decisions.
1. Log in to Lifelong POS #
Navigate to https://login.lifelongpos.com/
2. Access the Customers Tab #
Click on the Customers tab on the left-hand menu.
3. Open Customer Attributes #
Click Customer Attributes in the upper-right corner.
4. Create a New Attribute #
Press the + New Customer Attribute button.
5. Fill in Attribute Details #
- Attribute Code: Notes
- Attribute Name: Customer Notes
- Custom Attribute Type: STRING
- Frontend Input Type: Text or TextArea
- Show On Customer List: Enabled
6. Save the Attribute #
Click Save Changes.
Tip: Once created, this field will be visible in the customer profile and can be updated anytime.
7. Add Customer Notes #
Return to the Customers tab to locate a profile.
8. Edit the Profile and Add Notes #
Click the pencil icon beside the customer’s name. Scroll to Customer Attributes and type in the Customer Notes field.
9. Save Notes #
Click Save to confirm changes.
10. View Notes Column #
The notes field will now appear in the Customer List view as a column labeled Customer Notes.
Tip: This setup streamlines service personalization and customer tracking through your POS system.
