Consumer Notes Tab

The “Notes” tab is where you can enter notes for the selected consumer.To add a note, click the insert button at the top, specify any details, and click save. To add remove or edit the options in the “Type” drop down, review the entries in the management module “Lookup” tab.

Open

Detail

To Add a Note:

1. Click Insert

2. Select the note type

3. Type in the note

4. Click Save