Customers
Customer notes: the internal context you need
Track what matters without cluttering the customer view
Every customer has a story. Dietary restrictions. Budget sensitivities. That time they loved the salmon tartare. Customer notes give your team a shared memory.
- Free-form rich text notes per customer
- Timestamped and attributed to the author
- Edit or delete notes as needed
- Sort chronologically or reverse
- Visible only to staff, never to the customer
- Persistent across all orders for that customer
Customer notes live inside the customer record, visible only to your staff. Add a note when a sales call reveals a shellfish allergy. Record a preference for morning deliveries. Document why they always ask for extra napkins.
Each note is timestamped and attributed to the author. Your team knows who wrote what and when. Sort notes chronologically or reverse-chronologically. Edit or delete notes as context changes.
Notes stay with the customer, not the order. When a repeat customer calls, you see the full context before you quote. When a chef asks about dietary needs, the answer is already documented. Customer notes turn institutional memory into searchable, shareable facts.
Who benefits
Business owner
Your team stops asking you what you remember about a customer — they look it up.
Sales / account manager
You walk into every call knowing the customer's history, preferences, and past issues.
Kitchen manager
Dietary restrictions and special requests are documented before the order even arrives.
Accounting
Payment quirks and billing notes are in one place, not buried in email.