Add context with customer notes in the dashboard

You can now add notes directly to the Customer Profile. Use notes to capture context about a customer, like details from past support interactions, reasons for granted entitlements, or internal comments about unusual account activity.

Each note shows who added it and when, so your team always knows the source and timing of updates. Notes stay attached to the customer record, giving support, product, and finance the same view of what’s happened and why.

The new Customer Notes feature keeps communication clear and context in one place, helping teams stay aligned and respond faster.