Keep the customer's words in one place
A personalized order becomes easier to review when the requested name, date, and layout note sit in one source note. Copying those details into several places invites small mismatches that can be hard to spot later.
Record the version that received approval
When the artwork changes, add a date and short version label to the source note. That does not promise turnaround time; it gives a small shop a clean handoff record. Browse /updates/ for more custom-order workflow ideas.