The CRM allows admin users, sales reps, or customer support to add important notes to customer accounts easily. You can also tag specific Locations or Contacts on the Account for better organization. Notes can be easily edited, shared, or tagged with all changes tracked and recorded in the Account’s activity log for full transparency.
Zoey Updates
9 Major New Zoey Features to Be Released This Fall; Part of Major Release Version 8
We don’t ship features to check a box. Every item below exists because a merchant asked for it — and
August 16, 2026
