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.