The Customer Details page on the Customer Data Platform is equipped with a feature to create, manage, and filter notes. With this feature, you can document important information related to customers and find the needed notes more quickly.

Additionally, all saved notes are centralized on one page, so users do not need to switch to other menus to view or update customer information. This helps increase efficiency in documenting customer details and ensures that every important piece of information can be accessed more quickly when needed. Here are the steps to create, manage, and filter notes on the Customer Details page.

A. How to Add a Note

1. Log in to your Qontak account, then select the “Customers” menu.
   
2. Then click the “All customers” tab.
   
3. Next, select a Customer name to enter the Customer Details page.
   
4. You will be directed to the following page. Then in the Customer activity section, click the “Notes” tab.
   

5. Then enter the notes you want to add in the following field. You can write notes in the available field. Besides text, you can also mention other users using the ‘@’ symbol and add attachments by pasting files using the ‘Ctrl + V’ key combination.
   

6. The formatting will be displayed automatically. You can edit and adjust the note content as needed. Below is an explanation of each text format available in the notes editor.
   

Category	Function
Text Style	Used to set the text structure, such as Heading, Subheading, and Normal text.
Text Formatting	Used to format text appearance, such as Bold, Italic, Underline, and Strikethrough.
List & Alignment	Used to create lists (Bulleted List, Numbered List) and set text alignment (Text Alignment).
Mention	Used to mention specific users in notes using the @ symbol.
Insert Link	Used to insert links into notes.
Insert Image	Used to add images to notes. Users can upload up to 5 images per note in jpg, jpeg, png, and HEIF/HEIC formats. Each image must not exceed 10 MB in size.
Attach File	Used to attach files to notes. Users can upload up to 5 files per note. Supported file formats include documents (doc, docx, pdf, zip), spreadsheets (csv, xls, xlsx), and presentations (ppt, pptx, key). Each file must not exceed 10 MB in size.
Voice Note	Used to record and add voice notes to notes. - The system will automatically assign the voice note name based on the original file name uploaded by the user. - The maximum audio file size allowed is 10 MB. - Supported audio file formats include M4A (.m4a) and MP3 (.mp3).

The maximum number of characters allowed is 1,000 characters.

7. Then click “Save” to save the notes.
   

8. The notes you created will be saved in the Customer activity section.
   

B. How to Edit Notes

1. On the Customer Details page in the Customer activity section, click the Notes tab.
   

2. Then on an existing note, click the ‘three dots’ icon below, then select “Edit note”.
   

3. Edit the note as needed. Then click “Save”.
   

4. A pop-up notification will appear indicating that your note has been successfully saved.
   

C. How to Delete Notes

1. On the Customer Details page in the Customer activity section, click the Notes tab.
   

2. Then on an existing note, click the ‘three dots’ icon below, then select “Delete note”.
   

3. A pop-up confirmation will appear. Click “Delete” to continue.
   

4. A pop-up notification will appear indicating that your note has been successfully deleted.
   

D. How to Filter Notes by Creator

1. On the Customer Details page in the Customer activity section, click the Notes tab.
   

2. Then click “All creators”.
   

3. You can then filter the list of notes by the creator.

E. How to Manage the Order of Notes Display

1. On the Customer Details page in the Customer activity section, click the Notes tab.
   

2. Then click the filter “Newest to oldest”.
   

3. The notes will change, and the system will sort them from the oldest to the newest.
   

F. Access Settings for Notes

Access to the segmentation feature is controlled through four types of permissions. Each permission supports three levels of access: All Access, Owned Only, and Disabled.

Click the following link to manage access for Notes: https://launchpad.qontak.com/user_management/roles

This concludes the explanation on how to manage the notes feature on the Customer Data Platform Website version. Learn about the Mobile version here.