---
title: Add a Comment in a Customer Profile.
description: Pallet Connect
---

[Skip to content](https://support.palletconnect.com/knowledge-base/add-a-comment-in-a-customer-profile#main-content)

English

Show submenu for translations

[![logo1\_on\_transparent](https://support.palletconnect.com/hs-fs/hubfs/Logo%20pack/logo1_on_transparent.png?width=300&height=30&name=logo1_on_transparent.png)](https://support.palletconnect.com/knowledge-base?hsLang=en)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Pallet Connect](https://support.palletconnect.com/knowledge-base?hsLang=en)
2. [Customers](https://support.palletconnect.com/knowledge-base/customers?hsLang=en)
3. [Customer Profile](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-profile)

# Add a Comment in a Customer Profile.

1\. The Comments are a versatile tool, as they can be customized to which screens and documents they are displayed and which users can view and edit them. The comments themselves can be fully customized. Comments can be added at a transaction, contact or stock item level. This article explain how to add a comment to a Customer profile.

**SHORTCUT:** Type the Customer name into the Global search tool, located at the top right corner of each page. This will bypass steps 2-4.

**NOTE:** A comment is always assigned to a Comment Type. The Comment Types must first be created in Settings. See related article.

 

2\. Navigate to the main menu and click "Customers"

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-35-03-3136-PM.png)

 

3\. Click "Manage Customers"

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-35-09-0515-PM.png)

 

4\. Click the selected Customer from the list.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-35-13-6430-PM.png)

 

5\. Click the "General" tab in the Customer profile.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-35-18-8432-PM.png)

 

6\. Click "Add New Comment"

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-35-23-9674-PM.png)

 

7\. Click this dropdown to select the Comment Type.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-35-29-1216-PM.png)

 

8\. Click this text field, to type in the actual comment.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-35-33-9032-PM.png)

 

9\. Click "Save" to complete.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-35-39-2356-PM.png)

 

10\. The Comment will now be displayed.

Click here to delete a comment, if needed.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-35-44-4698-PM.png)

 

11\. Multiple Comments can be added.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-35-49-3342-PM.png)

 

12\. **ADD A PRESET COMMENT:** Click this dropdown to select a Preset Comment. The Preset Comments will be listed.

**TIP!** A preset comment is created in the "Manage Comment Type" setting. It is a comment attached to a comment type. This is an efficient way to avoid the user inputting the same comment multiple times.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-35-54-0641-PM.png)

RELATED ARTICLE: [Add and Edit Comment Types and Preset Comments in the Settings](https://47911182.hs-sites.com/knowledge-base/add-and-edit-comment-types-and-preset-comments-in-the-settings?hsLang=en)

- [Getting started](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#main-content)

    - [How to Create Affiliates](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-affiliates)
    - [Initial Set Up](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#initial-set-up)
    - [How to Create Vendors](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-vendors)
    - [How to Set up Users](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-users)
    - [How to Set up employees](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-employees)
    - [How to create stock items](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-stock-items)
    - [How to Create Suppliers](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-suppliers)
    - [Importing data](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#importing-data)
    - [Workstations](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#workstations)
    - [How to Set up Customers](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-customers)
- [Export and Import Data](https://support.palletconnect.com/knowledge-base/export-and-import-data?hsLang=en#main-content)

    - [Data Questions](https://support.palletconnect.com/knowledge-base/export-and-import-data?hsLang=en#data-questions)
    - [Export Data](https://support.palletconnect.com/knowledge-base/export-and-import-data?hsLang=en#export-data)
    - [Import Data](https://support.palletconnect.com/knowledge-base/export-and-import-data?hsLang=en#import-data)
- [Reports](https://support.palletconnect.com/knowledge-base/reports?hsLang=en#main-content)

    - [Stock](https://support.palletconnect.com/knowledge-base/reports?hsLang=en#stock)
    - [Transactions](https://support.palletconnect.com/knowledge-base/reports?hsLang=en#transactions)
    - [Logistics](https://support.palletconnect.com/knowledge-base/reports?hsLang=en#logistics)
- [Settings](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#main-content)

    - [Features](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#features)
    - [Printers](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#printers)
    - [Billing](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#billing)
    - [Multi-facility](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#multi-facility)
    - [Settings Questions](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#settings-questions)
    - [Privacy](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#privacy)
- [Logistics](https://support.palletconnect.com/knowledge-base/logistics?hsLang=en#main-content)

    - [Transport Company Profile](https://support.palletconnect.com/knowledge-base/logistics?hsLang=en#transport-company-profile)
    - [Logistics Planners](https://support.palletconnect.com/knowledge-base/logistics?hsLang=en#logistics-planners)
    - [Logistics Processes](https://support.palletconnect.com/knowledge-base/logistics?hsLang=en#logistics-processes)
- [Vendors and Suppliers](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#main-content)

    - [Vendor Profile](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-profile)
    - [Vendor Transactions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-transactions)
    - [Supplier Pages](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#supplier-pages)
    - [Supplier Profile](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#supplier-profile)
    - [Supplier Transactions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#supplier-transactions)
    - [Vendor Questions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-questions)
    - [Unprocessed Trailers](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#unprocessed-trailers)
    - [Vendor Pages](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-pages)
    - [Vendor Portal](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-portal)
- [Productivity](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#main-content)

    - [Production](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#production)
    - [Planners and Resources](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#planners-and-resources)
    - [Production Questions](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#production-questions)
- [Customers](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#main-content)

    - [Orders / Sales](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#orders-sales)
    - [Customer Profile](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-profile)
    - [Invoices / payment](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#invoices-payment)
    - [Customer Portal](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-portal)
    - [Customer Pages](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-pages)
    - [Quotes](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#quotes)
    - [Customer Questions](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-questions)
- [Brokerage](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#main-content)

    - [Affiliate Profile](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-profile)
    - [Affiliate Transactions](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-transactions)
    - [Affiliate Portal](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-portal)
    - [Brokerage Profile](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#brokerage-profile)
    - [Broker Transactions](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#broker-transactions)
    - [Affiliate Questions](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-questions)
    - [Brokerage pages](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#brokerage-pages)
- [Employees](https://support.palletconnect.com/knowledge-base/employees?hsLang=en#main-content)

    - [Employees](https://support.palletconnect.com/knowledge-base/employees?hsLang=en#employees)
    - [Employee Profile](https://support.palletconnect.com/knowledge-base/employees?hsLang=en#employee-profile)
- [Stock and Services](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#main-content)

    - [Manage Stock Items](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#manage-stock-items)
    - [Stock Questions](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#stock-questions)
    - [Stock Item Profile](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#stock-item-profile)
    - [Stock/Services Reports](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#stock-services-reports)
    - [Assets](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#assets)
- [What's New](https://support.palletconnect.com/knowledge-base/whats-new?hsLang=en#main-content)

    - [New Features](https://support.palletconnect.com/knowledge-base/whats-new?hsLang=en#new-features)
- [Users](https://support.palletconnect.com/knowledge-base/users?hsLang=en#main-content)

    - [Adding users](https://support.palletconnect.com/knowledge-base/users?hsLang=en#adding-users)
    - [Features](https://support.palletconnect.com/knowledge-base/users?hsLang=en#features)

[![logo1\_on\_transparent](https://support.palletconnect.com/hs-fs/hubfs/Logo%20pack/logo1_on_transparent.png?width=350&height=35&name=logo1_on_transparent.png "logo1_on_transparent")](https://support.palletconnect.com/knowledge-base?hsLang=en)

[mailto:support@palletconnect.com](mailto:support@palletconnect.com)

Copyright © 2025, Pallet Connect