--- title: Customer Notes - Launched Dec 2024 description: Add personal notes, photos, and videos directly to customer profiles. Automatically sync notes from your shop management system into Steer (no more losing details). Access notes on the customer profil --- [Skip to content](https://help.steercrm.com/knowledge/customer-notes#main-content) English Show submenu for translations [![Steer\_AutoOps\_Brand\_Marks-all-white](https://help.steercrm.com/hs-fs/hubfs/Steer_AutoOps_Brand_Marks-all-white.png?width=100&height=34&name=Steer_AutoOps_Brand_Marks-all-white.png)](https://help.steercrm.com/knowledge?hsLang=en) - Events & Webinars Show submenu for Events & Webinars - [2026 July Town Hall](https://steer.io/events/july-town-hall-2026) - [All Recorded Events](https://steer.io/events) - Campaign Templates Show submenu for Campaign Templates - [Email Templates](https://steer.io/email-templates) - [Post Card Templates](https://steer.io/direct-mail-postcards) - [Letter Templates](https://steer.io/direct-mail-letters) - Video Tutorials Show submenu for Video Tutorials - AutoOps Tutorials - Steer Tutorials - Steer Phones Tutorials - Login Show submenu for Login - [AutoOps Dashboard](https://dashboard.autoops.com) - [Steer Dashboard](https://app.steercrm.com) - [Steer Phones Dashboard](https://phones.steerphones.com) Open main navigation Close main navigation - Events & Webinars Show submenu for Events & Webinars - [2026 July Town Hall](https://steer.io/events/july-town-hall-2026) - [All Recorded Events](https://steer.io/events) - Campaign Templates Show submenu for Campaign Templates - [Email Templates](https://steer.io/email-templates) - [Post Card Templates](https://steer.io/direct-mail-postcards) - [Letter Templates](https://steer.io/direct-mail-letters) - Video Tutorials Show submenu for Video Tutorials - AutoOps Tutorials - Steer Tutorials - Steer Phones Tutorials - Login Show submenu for Login - [AutoOps Dashboard](https://dashboard.autoops.com) - [Steer Dashboard](https://app.steercrm.com) - [Steer Phones Dashboard](https://phones.steerphones.com) - English Show submenu for translations - [Support](mailto:help@steer.io) [Support](mailto:help@steer.io) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.steercrm.com/knowledge?hsLang=en) 2. [What's New?](https://help.steercrm.com/knowledge/whats-new?hsLang=en) 3. [2025 & Older Releases](https://help.steercrm.com/knowledge/whats-new?hsLang=en#2025-older-releases) December 19, 2024 # Customer Notes - Launched Dec 2024 ### We know you love keeping track of the little details about your customers —now we’ve made it even easier. - Add personal notes, photos, and videos directly to customer profiles. - Automatically sync notes from your shop management system into Steer (no more losing details). - Steer currently syncs Customer Notes for Protractor, ShopWare, and Tekmetric. - Access notes on the customer profile and messaging screens for quick reference. Click Here to view: [*How to Add Customer Notes*](https://help.steercrm.com/knowledge/how-to-add-customer-notes?hsLang=en) ### Add Notes from Text Threads When in a text conversation with a customer, you are able to add notes on the right hand side. You can attach a specific vehicle to the note along with images and videos.  You will also be able to see any existing notes you have made in Steer or in your Shop Management System.  ![Notes via Text](https://help.steercrm.com/hs-fs/hubfs/Knowledge%20Base/Notes%20via%20Text.png?width=688&height=386&name=Notes%20via%20Text.png) #### Add Notes from the Customer Profile When on a customer's Steer profile, you are able to add notes in the lower right hand side. You can attach a specific vehicle to the note along with images and videos. You will also be able to see any existing notes you have made in Steer or in your Shop Management System.  ![Notes via Profile](https://help.steercrm.com/hs-fs/hubfs/Knowledge%20Base/Notes%20via%20Profile.png?width=688&height=520&name=Notes%20via%20Profile.png)     - [Booking](https://help.steercrm.com/knowledge/booking?hsLang=en#main-content) - [Steer x AutoOps](https://help.steercrm.com/knowledge/booking?hsLang=en#steer-x-autoops) - [Lead Management & Marketing Tracking](https://help.steercrm.com/knowledge/booking?hsLang=en#lead-management-marketing-tracking) - [Availability & Capacity Management](https://help.steercrm.com/knowledge/booking?hsLang=en#availability-capacity-management) - [Issue Tree Management](https://help.steercrm.com/knowledge/booking?hsLang=en#issue-tree-management) - [Steer Scheduling Tool (Retiring Soon)](https://help.steercrm.com/knowledge/booking?hsLang=en#steer-scheduling-tool-retiring-soon) - [AutoOps Websites](https://help.steercrm.com/knowledge/autoops-websites?hsLang=en#main-content) - 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