TautivaHelp

Customers

Add notes to Customer 360

Customer notes preserve important context so colleagues can continue helping without starting over.

- C.S. - Agent, Sales, Collection# 5, 8 minutes #Last checked October 13, 2026.
Supplies record: Some actions depend on role and data conditions, and have not been tested by saving / sending data. Use this as a check guide, instead of proof of transaction testing.

Before you start

Login to the correct workspace and have the necessary permissions based on your role.

Step-by-step instructions

Follow these steps in order. You can keep this guide open while working in another Tautiva tab.

  1. Open Customers or the Details panel on Inbox.

  2. Select the correct customer and find the Customer notes section.

  3. Click Add note if available and you have access rights.

  4. Write a factual summary: customer requests, information sources, and follow-up actions.

  5. Save the note and ensure the author and time are recorded.

  6. Read the note again before creating a Sales Opportunity, Case, or Collection follow-up.

Open the page in Tautiva

PRACTICAL EXAMPLE

Example from daily work

Example: 'Customer requested contact via company email for contract documents.'

This is a fictional training example. No real customer data was used.

Expected result

The action is understood and the results can be checked on the workspace page. For data changes, only perform them according to the Standard Operating Procedure (SOP).

Important notes

  • Customer notes are different from Team notes in one conversation.
  • Notes should not contain passwords or unnecessary sensitive data.

If something goes wrong

  • The Add note button is not available: check permissions and if the Details panel is open.
  • The note is not saved: check validation messages or access rights.

This guide describes the interface reviewed on 13 October 2026. Documentation testing did not send real messages, invite users, process payments, or modify real customer records.