Add and Update Customer Notes

Customer notes are internal text notes stored on the customer record. They appear on both active customer cards and old customer cards.

Update notes

1. Open Customers.
2. Find the customer with Search customers or by browsing the active or old customer sections.
3. Click into the Customer notes text area.
4. Type the updated note.

What happens when notes change

AvelisseRent saves note changes to the customer record for the active agency. The note text remains visible the next time the customer appears in Customers.

Recommended note content

• Operational preferences that help staff serve the renter.
• Follow-up reminders that are safe to store on the customer record.
• Context about previous rental communication.

Privacy guidance

Do not store passwords, full payment card numbers, private document images, or unnecessary sensitive personal information in customer notes.