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Customer Notes

Is there a way to enter notes on a customer?  For example, a customer that needs to pay first when they call an order in.  Our old POS system would pop up a message box with 'critical' remarks when that customer was selected on the order screen.

 

Thanks.

13 REPLIES 13

So far from what I can see, it can only be done through the back end guest profile. You can probably have your staff to compile a list of guest note and you update it weekly or monthly. 

Thank you, oh wise one!  🙂

 

I still have the old lookup customer, are you seeing the notes with that or do you have this new guest directory? https://updates.toasttab.com/announcements/customer-lookup-has-been-renamed-to-customer-credits

I believe it's the new guest directory.

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