Skip to main content

How to Add Comments/Reminders for Specific Customers (Supplier-Only)

Learn how suppliers can add internal comments and reminders for specific retailers in Claimlane, so team members see important notes while handling tickets without exposing them to the customer.

Written by Support team

Use Internal Customer Comments to save reminders about a specific retailer (customer). These notes will appear for your team when working with tickets, and are not visible to the customer.
​

1) Open Manage Company from the Claimlane Inbox

  1. Go to your Claimlane Inbox.

  2. Click Manage company.

2) Find the retailer and open Edit

  1. In Retailers, locate your list of retailers.

  2. Use the search to find the retailer you want.

  3. Click Edit on that retailer.

3) Write your reminder in the Comment field

  1. Find the Comment field.

  2. Write the comment or reminder you want your team to see on tickets.

  • Example: “Always with the next delivery. Write NO VALUE on the bottom order line. Set the ticket number in External reference — e.g., Ticket 100298”

  1. Remember to click the green check to Save your changes.

Visibility (Important)

These notes are internal for the supplier only. The customer/retailer will not see them.

Did this answer your question?