Log notes for customer visits

[ja-me-sk]

Changes

Seeking a way to log notes for when people at PostHog visit customers, a growing activity. Vitally notes are a natural choice, using the already present category value for on-site.

This adds the same process both on the engineering and account management side.

Checklist

• Words are spelled using American English

Article checklist

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Project	Deployment	Preview	Updated (UTC)
posthog	Ready	Preview	Oct 15, 2025 7:49am

[greptile-apps]

_{2 files reviewed, 2 comments}

_{Edit Code Review Agent Settings | Greptile}

[greptile-apps]

syntax: inconsistent capitalization of Buildbetter vs BuildBetter used elsewhere in the handbook

Suggested change

It's important for visibility to notate on the account that a customer visit took place. We can do this in Vitally, by creating a new note on the account, with the "On-site" category and copying any known people on the account to be aware of the note content. This can be helpful in many ways even if no primary person at PostHog is managing their account today. BuildBetter calls should automatically attach to the account along with any existing email conversations.

It's important for visibility to notate on the account that a customer visit took place. We can do this in Vitally, by creating a new note on the account, with the "On-site" category and copying any known people on the account to be aware of the note content. This can be helpful in many ways even if no primary person at PostHog is managing their account today. BuildBetter calls should automatically attach to the account along with any existing email conversations.

Prompt To Fix With AI

This is a comment left during a code review.
Path: contents/handbook/engineering/visiting-customers.md
Line: 44:44

Comment:
**syntax:** inconsistent capitalization of `Buildbetter` vs `BuildBetter` used elsewhere in the handbook

```suggestion
It's important for visibility to notate on the account that a customer visit took place. We can do this in Vitally, by creating a new note on the account, with the "On-site" category and copying any known people on the account to be aware of the note content.  This can be helpful in many ways even if no primary person at PostHog is managing their account today. BuildBetter calls should automatically attach to the account along with any existing email conversations.  
```

How can I resolve this? If you propose a fix, please make it concise.

[charlescook-ph]

Will leave this review to @simfish85!

[simfish85]

Yep good - just accept the Greptile edits before merging