Work with Notes
There are two types of Notes you can add to an Inquiry.
You can update the audience on a note at any time.
Add a comment
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Select the Notes tab from the Inquiry Details pane.
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Select the New Note field and enter your notes.
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Select Comments (Client visible).
Comments are visible to clients. If you do not want clients to see your notes, select Work Notes. -
If your note includes PCI/PII sensitive data, the following warning appears.
Your comment contains PCI/PII sensitive data. Do you want to submit this comment with sensitive data?
- Select Confirm to submit the comment as entered.
- Select Cancel to edit your comment before submission.
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Select Submit.
Add a work note
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Select the Notes tab from the Inquiry Details pane.
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Select the New Note field and enter your notes.
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Select Work Notes.
Clients cannot see Work Notes. If it is important for the client to see this communication, select Comments (Client visible). -
Select Submit.
Update the audience for a note
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Select
(Edit) on the note you would like to update. -
Select the new note type.
Comments are visible to clients. When you add a new comment or change the visibility of a work note to become a comment, clients will receive a notification.
Work Notes are only visibile to associates.
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Select Submit.
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