How do I add a Note to a Consumer's Record?

First point your mouse at the My Consumers menu and select Manage Consumers.

Choose one of the following search criteria to find a purchase record:

Enter your search terms and click Find Purchase.

Click View Record in the far right column next to the item where you want to add a note:

Look for the Asset Notes section in the main body of the page. If there are already notes associated with the record you are viewing, they will appear in a table (see image below), showing a list of reversals (refunds/voids), cancellations or just general notes added to this record by Segpay's call center or members of your organization.

Click Add Note to enter a new general note to this record and click Save:*

*Internal Note Only is un-checked by default. Select this option if you want this note visible in the Merchant Portal only, for staff and Segpay's call center. Otherwise, leave un-checked to make the note visible for the consumer when he/she logs into Segpay's consumer portal.

For more details on Asset Notes and more, review Manage Consumers.