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How to Add and View Notes on a Customer or Order

Notes are the running history of a customer account: what your team wrote down manually, plus every entry Admoji records automatically for that customer — transactions, recurring changes, refunds, fulfillments and more. You read and write them from the customer’s Notes tab or through the API, and any note tied to a specific order also shows up inside that order.

Step 1: Add a note to a customer

  1. Go to For Customers > Search and open the customer.

  2. Click the Notes tab.

  3. Click Add Notes in the top-right of the section.

Customer Notes tab with the Add Notes button and the History table

  1. Type your note in the Note field of the Add Note window. The note cannot be empty.

Add Note window with the Note field and the Save button

  1. Click Save.

The note appears in the History table right away.

Step 2: Read the note history

The History table on the Notes tab shows every entry on the account, manual and automatic — the same entries you see on the Logs tab — newest first:

  • Note — the text of the note.

  • Order ID — the order the note belongs to, when there is one. Click it to open that order.

  • Created By — the user who wrote the note, or <CRM> or the name of the module for entries Admoji records automatically.

  • Created Date — the date and time it was written.

  • Type — where the entry came from, for example custom for a manual note, or transaction, recurring, refund, shipping, fulfillment or integration for automatic entries.

History table with a manual custom note and an automatic shipping entry
Note: Notes you write from the Add Notes button belong to the customer, not to a single order, so their Order ID stays empty and their Type is custom. To attach a note to an order, use the API as shown in Step 3. Automatic entries can have an Order ID or not, depending on whether they relate to a specific order.

Step 3: Add a note to an order with the API

The Add Notes button only creates notes on the customer. To attach a note to a specific order, send it through the Open API with the order's ID:

$ curl -X POST 'https://openapi.admoji.com/api/v2/open/customers/notes/9241111' \
  -H "Authorization: ApiKey secret_492796e421a34666a5695d53cd311111" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: 3a2ebd06-e52f-47d2-92c4-66a107022f8e" \
  -d '{
    "Note": "Customer asked to delay the shipment",
    "OrderID": 1234567
  }'

  • Replace 9241111 in the URL with the customer ID.

  • Idempotency-Key is required: send a new unique value (for example, a GUID) with every call. Note is required and can be up to 512 characters.

  • OrderID must be an order of that customer. Otherwise the call fails with Order {OrderID} was not created for the customer. Leave it out to add the note to the customer only.

The note appears in the customer's History table with that Order ID, Type custom and Created By <OpenApi>, and inside the order on its Notes tab. See Add note in the API Reference for the full reference.

Step 4: See the notes of a single order

  1. Open the customer and go to the Orders section.

  2. Open the order you want to review.

  3. Click the Notes tab, next to Transactions, Products, and Fulfillments.

Notes tab of an order showing the notes attached to it

The tab lists only the notes attached to that order, with the same Note, Created By, Created Date, and Type columns. If the order has no notes yet, the tab is empty.

Tip: When you are chasing what happened to one specific charge, start from the customer’s Notes tab and click the Order ID — it opens the order with its transactions and its own notes in one place.

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