General Notes
Overview
Add General Note records an internal note against the subscriber — something staff should know, that the customer never sees. Use it for payment promises, site-access instructions, complaint context, or any handover detail.
Required Permissions
- Subscriber → Add General Note.
Navigation
Subscribers → (open a subscriber) → Other Actions ▾ → Add General Note
Fields
| Field | Description |
|---|---|
| General Note | The note text. |
| Remark | Audit note. |
The note is saved against the subscriber and visible to staff who open the profile.
Important Notes
- General notes are internal only — to contact the customer, use Send Message instead.
- For notes specifically about the customer's equipment, use Add CPE Information on the CPE tab.