Question

• How do I add a note to Contact?
• How can I add a note to Company in DASH?
• How to add a note to an Adjuster?
• How do I add a note to a Vendor?

Adding A Note

The process for adding a Note to any of these Contact types is the same.

1. Navigate to the Notes tab in the Contact record.
   
2. Click Add New Record.
   
3. Enter the content of the note in the area provided.
   
4. (Optional) If you would like to email this note to recipients, enter their email addresses in the To: field.
   
5. Click Save.
   

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