TABLE OF CONTENTS

• Add Notes
• Edit Notes
• Delete Notes

Navigate to: Customers > Accounts > Notes

The administrator can add notes to each Account to document various changes to the account for historical documentation purposes.

Add Notes

• Add Note details

• Save progress using the "Save" button

Edit Notes

• Edit Note details

• Save progress using the "Save" button. The page reloads with action confirmation.

• The note is now edited.

Delete Notes

• The page will reload with action confirmation.

• The note is now deleted.