Managing Customer Comments: Add, View, and Pin Notes – Paystand Help Center

Adding a comment

1. Click Customers

2. Select the customer you'd like to add a comment to

3. Select the Add a comment for this customer box to add your comment.

4. Your comment will be saved to the customer profile.

Adding a Pin to a comment

1. You can also pin a comment to the top of the customer record in the Paystand Dashboard. Simply select the comment you'd like to pin.

2. Click Pin to confirm

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Table of contents

Managing Customer Comments: Add, View, and Pin Notes

• Managing Customer Comments: Add, View, and Pin Notes
• Adding a comment
• Adding a Pin to a comment