Go to Customers.
You can add comments about your customers in their customer records. You can add, view, or search the comments in the comments field of the Customer Information section. Your customer will not be able to see these comments.
To search for a comment:
- Select the Filter Icon
- Click on Search.
- Type the text you wish to search for. Click on Add Filter. The search results will show all customer records that match the text you entered.