Notes Feature

The notes section works similarly to a ticketing system to keep queries and conversations related to all customer's accounts within Hamlet.

How it works:
  • You have the ability to add notes directly from the Dashboard. You can make any kind of note you like as a reminder.
  • Making notes from Customer profiles automatically lists it on the dashboard with a link to which customer it applies.
  • You can also use @name to tag staff within notes.
  • All notes you make or mention will filter into the My notes tab.
  • Any other notes that are related to the location you are managing will appear in the Other notes tab.
Use cases:
  • You can tag us or any WOTSO staff members using their names.
  • Use @hamlet_support for support-related queries.
  • Alert accounts staff of anything they should be aware of on a customer's account.
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