Notes make it easier for teams or multiple users within your Spiffy account to stay organized and aligned. Easily track customer requests, interactions, internal instructions, and other general information ensuring everyone has the latest updates on orders and customer needs.
General notes can be added and viewed in several areas within Spiffy:
- Customer Record
- Order Record
- Payment Plan Record
- Subscription Record
How to Add a Note
On the record that you want to add a note, scroll to the History section and click Add Note. In the popup box, type in the note and click Add Note to save it to the record.
You can toggle between ‘All Activity’ and ‘Notes’ in the History section of a record.
Note Visibility
Notes in Spiffy can potentially be visible in multiple areas based on a hierarchy.
Notes added to a Payment Plan or Subscription record will also appear on the associated Order record and Customer record. Notes added to an Order record will also appear on the associated Customer record. Notes added anywhere in Spiffy will always bubble up to the Customer record.
When performing an action inside Spiffy (like cancelling a subscription, making changes to a payment plan, issuing refunds, etc) you have the option to add a note specific to the action being taken. This is different from general notes since they are not necessary tied to an action taken inside of Spiffy. To learn more about action specific notes, see our documentation on Subscription Management and Payment Plan Management.
HubSpot users: Notes added to Spiffy will sync to your integrated HubSpot account. For the notes to appear in HubSpot, make sure to Enable Spiffy Timeline Events on both the Customer record and Deal record.
When a note is added to an Order, Payment Plan, or Subscription in Spiffy, you will see it in HubSpot on the activity feed of the Deal as well as the Contact. When a note is added to the Customer record in Spiffy, you will see it only in the Contact level activity feed in Hubspot.