--- title: How to Add Customer Notes description: Customer notes allow shops to leave notes about the customer, attach notes to specific vehicles, add photos, videos, and other attachments to notes via Steer, or syncing notes from their Shop Manageme --- [Skip to content](https://help.steercrm.com/knowledge/how-to-add-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. [Steer Dashboard Analytics](https://help.steercrm.com/knowledge/steer-dashboard-analytics?hsLang=en) 3. [Steer Customer & Vehicle Profiles](https://help.steercrm.com/knowledge/steer-dashboard-analytics?hsLang=en#steer-customer-vehicle-profiles) January 31, 2025 # How to Add Customer Notes Customer notes allow shops to leave notes about the customer, attach notes to specific vehicles, add photos, videos, and other attachments to notes via Steer, or syncing notes from their Shop Management System. Steer currently syncs Customer Notes from Protractor, ShopWare, and Tekmetric.  Notes created via Steer are editable and deletable from Steer. Notes created in Steer do not currently sync back into your Shop Management System.  **There are two ways to add customer notes manually in Steer:** - Add Notes via Text Threads - Add Notes via Customer Profile #### Add Notes in 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, videos, and other attachments.  ![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 via 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, videos, and other attachments.  ![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) #### How to Edit or Delete a Note Locate the note you would like to edit or delete, click the three dots to the right of the note, choose Edit or Delete ![Screenshot 2024-12-06 at 2.07.03 PM](https://help.steercrm.com/hs-fs/hubfs/Knowledge%20Base/Screenshot%202024-12-06%20at%202.07.03%20PM.png?width=534&height=574&name=Screenshot%202024-12-06%20at%202.07.03%20PM.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) - 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