# Manage customer notes

Add, pin, edit or delete a note on a customer’s record.

Canonical URL: https://www.naayya.com/help-center/manage-customer-notes
Category: customer-management
Last updated: 2026-11-08T00:00:00Z

# Manage customer notes

Open [Customer Details](/help-center/customer-details#open-customer-details).

Your staff's notes about the customer, such as a preference or what you agreed with them. The customer never sees these notes.

Owners and managers see every note in the **Notes** tab, which shows once the customer has a note. Pinned notes come first, then the newest. Each note shows who wrote it and when, and **(edited)** once its author has changed it. The **Overview** shows only the pinned notes.

To add a note, type it in the box under **Recent activity** on the **Overview** tab, or in the **Notes** tab, and select **Add note**. A note can be up to 5,000 characters.

Select the actions button on a note to:

- **Pin** it to the top, or **Unpin** it. Any owner or manager can pin a note.
- **Edit** it. Only the person who wrote a note can edit it.
- **Delete** it. Any owner or manager can delete a note. Select **Delete** again to confirm.

A note brought over from your previous booking system keeps its original date and the name of the person who wrote it there, and is labelled **Imported**. Nobody can edit an imported note, but you can pin or delete it.

Notes also show in the customer's activity, under **Notes** and **All**, at the date they were written.

When the customer deletes their Naayya account, the notes about them are deleted. A customer's own copy of their account data includes the notes about them, without the names of the staff who wrote them.