Add a Note

Noting an account about communication between you and the customer enables other users to view what has occurred on the account. For example, a customer called in and made a payment or changed the address, or you left the customer a message that the insurance on the account is expired.

1. From the bottom navigation bar, click Action and click Add Note.

The Add Note section appears.

2. Type the note in the Notes field.
3. Click Confirm.