You can add notes about the customer and any customer interactions under Account Notes.
- Click the Account Notes tab.
- Add your notes in the text area.
- Click the Add Entry button.
At the bottom of the screen, you will see a list of notes you have entered.
- Use the drop-down menu to show or hide system-generated notes.
Export a list of notes using the Options button.
Manage Existing Account Notes
You can manage existing account notes directly from a client profile.
Note: Only users with the Superuser role can archive account notes.
To manage an existing note:
- Open the client profile that contains the note you want to manage.
- Navigate to the Account Notes section.
- Locate the note you want to update.
- Select the available action for the note:
- Archive to remove an outdated note from active use.
- Delete to permanently remove a note, if the option is available.
- Follow the on-screen prompts to confirm your selection.
If you do not see the option you need, contact your administrator to verify your permissions.