Add comments to customer profiles

Box and PrestaShop

This page applies to both box stores and PrestaShop stores.

The Comments field lets you keep internal notes on a customer or a subscription. It works with key / value rows. Your customers do not see it.

On a customer profile

1. Open the customer profile from Sales > Users.

2. Click the pencil icon (edit).

3. In the Basic Information tab, find the Comments field.

4. Add a row: the key works as a label, the value holds the comment.

5. Click Update.

The comment then shows on the customer profile. To change or remove it, edit the profile again, change or delete the row, then click Update.

On a subscription

The same Comments field exists on a subscription sheet: click the pencil icon (edit) of the subscription to use it.

Caution

Avoid writing sensitive information there (health, bank details, etc.).

See also

Reading the customer activity log

Anonymize customer data