Add notes and reminders to a customer
Keep internal customer notes and set a dated reminder for an assigned staff member.
Learn with Pixie CRM
Watch this workflow
Follow real application screens at your own pace, with English captions and a matching written guide.
Add and review customer notes
Add a customer note in Pixie CRM with live clicks. Open Notes, write a factual description, save it and review the saved note, author and date.
Recorded in a demonstration workspace; available options depend on your plan and permissions.
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CRM workspace → Customers → Customer → Notes / Reminders
Before you start
- Sign in to the correct CRM workspace with permission to use this area. Your role and enabled modules determine the controls offered.
Follow the steps
- Open the intended customer and choose Notes.
- Choose New note, enter Description and save the note.
- For a follow-up, open Reminders and add a reminder for this customer.
- Set Date, Set reminder to and Description. Select email notification only when you want the additional email reminder.
- Submit and check the saved note or reminder against the same customer.
Check the result
- The note remains on the correct customer. The reminder shows the intended staff member and time; a future reminder is not an immediate notification.
If something is different
An option is missing
Check the record state, enabled module and your role with the workspace administrator. Use the controls actually shown for this organisation.
A field will not save
Read the validation message, correct the named field and submit once. Reopen the saved record to confirm the result.