Customers · Field Guide
Customer-Visible Notes
A note intentionally visible to the customer in their Customer Portal.
Why LAWNSNOWAPP asks for it
It gives the business a durable place for useful customer-facing account or service context.
How LAWNSNOWAPP uses it
LAWNSNOWAPP stores the note on the customer record and displays it in the Customer Portal Notes section.
Example
Seasonal service begins after the spring walkthrough is complete.
If you leave it blank
The Customer Portal shows that there are no notes at the moment.
If you change it later
The revised text appears in supported customer views; previous communications and historical records are not rewritten.
Common mistakes
- Putting internal staff commentary in a customer-visible field
- Storing passwords, card data, bank details, or other sensitive information