Insured Notes

This tab contains the list of any notes entered for the insured.

 

Field Descriptions

Add

Displays the date the endorsement was added to the database.

Note Type

Choose the correct note type from the drop down arrow list that best describes the information of the message.

White Window

Enter the text of the message in this area.  In addition, the note section is a true rich text format - which means you can spell check, add formatting, bullets, etc.

Add

Displays the date the notes section started being used.

Last Chg

Displays the latest date a change was made or another message added to the notes list.

User

Displays the first name and last initial of the staff person who made the most recent change or addition.