Add-on
Customer Notes & Follow-ups
A Customer tab on every customer's admin page with staff notes (pinned on top, with their edit history), coloured tags, follow-up tasks for a member of staff and one activity feed of the customer's tickets, wins, orders, notes and follow-ups. A Follow-ups page gives each member of staff their queue (overdue, due today, upcoming) with done and snooze, searches every note and lists the customers with a tag. Staff
- Version 1.0.2
Changelog
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Version 1.0.2 4 Nov 2026
- For developers: this plugin now tells the coming Clear test data tool what to do with each of its tables (empty it, keep it, or remove it only with customer accounts). Nothing changes for store owners yet.
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Version 1.0.1 29 Oct 2026
- Amharic (አማርኛ) translation, machine-translated (review welcome).
- Oromo (Afaan Oromoo) translation, machine-translated (review welcome). -
Version 1.0.0 28 Oct 2026
- First release: staff notes with history, tags, follow-up tasks, an activity feed on each customer's page, a follow-up queue with daily overdue notices, note search and CSV downloads.
- New add-on: Customer Notes & Follow-ups. A Customer tab on each customer's admin page with pinned staff notes, tags, follow-up tasks and one activity feed, and a Follow-ups page with each member of staff's queue. Customers never see any of it.
- Polish, Thai and Japanese translations of the whole add-on, replacing the English it showed in those languages.
- Polish help now names the sidebar entry Przypomnienia, as the menu does.
- Now on sale in the add-on store.