To create or edit a Quick Note, start by clicking the Profile/Gear icon, and then choosing Quick Notes from the dropdown menu.

To create a new Quick Note, click the Add New button.

To edit an existing Quick Note, click on the Pencil icon to the left of the item you’d like to edit.

Enter the text or any changes in the Quick Notes box and click Save when you’re done.

Only Administrators and Supervisors can create Quick Notes.

Quick Notes are pre-created messages used to share information. Quick Notes are for internal use only and can be used to share information with co-workers regarding a specific customer or account.