Add an Account Note

This article will show you how to add an internal note to an account. Some notes, such as Balance Adjustments and Flags modifications, will be automatically added to an account.

Instructions

1. Search for and select a user

2. Under the Account Notes section, select Add Note

3. Fill in the information fields

   Note: Add the note you wish to display on the account

   • Transaction ID: If relevant, add a related transaction identification number

4. Click Save New Note