Notes and files
Keep notes about a customer or an address, pin the important ones, and attach files such as artwork and contracts.
Every customer and every address has its own Notes and Files. Use them for what your team needs to know: "Always wants a printed proof", the signed contract, the logo they emailed last year. Notes and files are for your team only; customers never see them.
The Notes and Files sections on a customer's page
Screenshot coming soon
Add a note
- Open the customer (or the address) and go to Notes.
- Type in Add a note… and click Add note.
Each note shows who wrote it and when. Click Pin to top to keep an important note above the others, and Unpin to put it back in order.
Attach a file
- Go to Files and click Upload files.
- Choose one or more files. Each file must be smaller than 25 MB.
Click a file to download it. Delete one with its delete button.
Artwork you'll put on products belongs in Artwork, where SKUFlow checks it for printing and you can place it on designs. See Artwork & proofs.
Internal notes on quotes and requests
Quotes and requests have their own Internal notes for margins, supplier quotes and reminders. Those stay on the quote or request and are never shown to the customer either.