3. Policy Notes:

Before note added:

After note added:

To add Note(s): 

• Click  from the Notes section.
  • Add Policy Note will appear
    
  • Enter desired date and time
  • Enter the body of the note
  • Check  if you would like to be notified each time the client is opened.
  • Check , when you no longer wish to be notified.
  • When done, click . 
    • After note has been added, you will have the option to .