Managing a business is tough.
You need to take care of so many different things.
Now remembering these things is a task on its own.
And you often resort to sticky notes, softwares, to-do lists etc to keep yourself on track, don’t you?
With Putler say goodbye to all these.
Putler lets you add notes to customers, products, transactions and sales.
- Login to Putler
- Go to the dashboard you want to add a notes to (Customers/Products/Sales/ Transactions)
- Add the notes and click ‘Save’
- In order to search the notes simply go the dashboard where the note was made.
- Type ~ continued with the note (one or two words of the note) in the search bar. Putler will search the note item and display it.
If you added a note a customer ‘Send a free gift’
In order to search you will have to go to the customers dashboard and in the search type ~Send.
It will display the customer where this note was made.