> ## Documentation Index > Fetch the complete documentation index at: https://www.referly.so/docs/llms.txt > Use this file to discover all available pages before exploring further. # Notes > Keep a private note against a referred customer in Referly. Add, edit, and save internal notes, and see at a glance which customers have a note from the Notes column. Notes let you keep a bit of context on a customer — why you accepted a submission, that a sale was added by hand, a reminder to follow up, anything your team should know. A note lives on the customer's record and is private to you: the customer and the referring affiliate never see it. ## Add or edit a note There are two ways to open a customer's note, both in your [Customers list](/docs/help-center/manage/customers/overview): * Open the customer's actions menu on their row and choose **Notes**. * Or select the note icon in the **Notes** column on their row. A box opens where you can write or edit the note. Type what you need and select **Save**. To change a note later, open it the same way, edit the text, and save again. To clear a note, delete everything in the box and save. ## See who has a note at a glance The **Notes** column shows a small document icon on every row, and its look tells you whether a note is there: * A **filled blue icon** means the customer has a note. * A **gray outline icon** means there's no note yet. Hover the icon to preview the note without opening it, with an **Edit Notes** option right there if you want to change it. If the column isn't showing, turn it on from the columns control in the toolbar. ## Related A tour of the Customers screen and everything it shows. Leave a note when you accept or reject a submission. Record a purchase against a customer. Bring referrals in from a CSV or another platform.