Importance of Customer Notes, Pro Comps, and History in EpicStitch.

Customer Notes:

Customer notes provide a centralized space to record specific preferences, instructions, or important details related to a customer. These notes are valuable for maintaining consistency in customer service and ensuring all team members have access to critical information.

To add or update notes for a customer:

1. Click the dropdown button in the Action column next to the customer entry.
2. Select the Notes option.
3. Enter the necessary information or comments in the notes field.
4. Click Save to apply and store the notes for future reference.

Pro Comps(Pro Complimentary Logo Assignment):

Pro Comps or Pro Complimentary Logo Assignment, allows you to set default logos and logo positions for a customer, ensuring that all incoming orders adhere to predefined design standards.

To set default logos and logo positions for a customer:

1. Access Pro Comps
   1. Navigate to the Action dropdown next to the customer entry.
   2. Select the Pro Comps option to open the Pro Comps window.
2. Add a Logo Condition
   1. In the Pro Comps window, click on the plus (+) sign located on the right side to add a new logo condition.
3. Configure the Logo Condition
   1. Set the Method: Choose the logo application method, such as Embroidery, Heat Transfer, or Screen Print.
   2. Select the Logo: Enter the Logo ID to choose the logo to be applied.
   3. Choose Logo Position: Specify the position of the logo (e.g., left chest, right chest, left sleeve, etc...).
   4. Activate the Condition: Mark the condition as active by clicking the checkbox in the Active column.
4. Save the Condition
   1. Once all details are configured, click Add button seen at the right end to finalize the logo condition.
5. Manage Multiple Conditions
   1. You can create multiple logo conditions for a customer.
   2. Activate only the condition that you need to use by toggling the Active checkbox. This ensures the selected setting is applied automatically to future orders.
   3. You can also edit or delete the entered logo conditions.

Customer History:

The history log tracks all actions performed for a customer, such as changes in details, order updates, or status modifications. It serves as a transparent record of interactions and modifications.

To view the history of actions performed for a specific customer:

1. Access the Action dropdown menu next to the customer.
2. Select the History option.
3. Review the detailed log of changes, updates, and other relevant activities linked to the customer.