To add a note to a customer:

1. From the customer's Policy Summary Screen click on View/Add Notes.
2. Click on the Add New Note button at the bottom middle of the screen.
3. An Add New Note box will appear, enter your note in the Memo box.
4. Select the Agent name from the dropdown list for the agent that entered the note.
5. If you want to set a reminder for this note, select Yes from the Set Reminder? field.
6. If you want the reminder to appear when you pull up the customer, put a check mark in the Pop-up Note box.
7. Select an agent name from the Memo for:  field if you want the reminder set for a specific agent.
8. To exit and save this note, click on Save.