Notes

Notes

Once you select the Notes option from the side main menu bar, your window will update to view all notes. Here you will be able to view and/or create any notes relating to this loan account. To view the notes, simply scroll down or to print the notes, you can click on the green Print Notes button. To create a new note, you can click on the green + New Note button and a new pop up window will appear.

• New Notes

To create a new note, fill in the note’s subject (which can not be left blank), enter in the information in the note block, assign the note to a person by either typing in their details or by searching for them using the drop down menu. Select the checkbox for action required and once you have completed filling in your notes, you can click on the blue Save button. Your new Note will now appear in the notes section.