Notes

Notes feature

The notes section works similar to a ticketing system to keeping queries and conversations related to all customers 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, just as a reminder.

• Making notes from Customer profiles automatically lists it on the dashboard with a link to which customer it applies to.

• You can also use @name to tag staff within notes.

• All note that you make or that you are mention in 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 name.

• Use @hamlet_support for support related queries.

• Alert accounts staff of anything they should be aware of on a customers account.

• You can also use it to alert a staff member within your location or another location in regards to something they need to do or be aware of.