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About Service NotesΒΆ

Note

This screen is customized for your loyalty program. Some buttons, sections, or fields might not be present or might have different labels. Your instance might have additional functions, sections, or fields not listed here.

The Service Notes view displays notes created by the Customer Service team about prior member interactions or special activities performed on a member account.

The service notes view showing the Created At, Added By, and Note fields. The Add Note button appears in the upper right.
Figure 1. Service Notes view

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