Add a Note to an account 


To add notes to an account, go to the Dashboard. Select the Membership then Accounts:

 

Search for the account (in this example we are using account#), Then click Edit on the account. 



The screen will present you with the basics of the account (the account level is the "home" screen)

To the Right you can see the members on the account, under that you will see  Account Notes. 

 




Click the '+' sign to add new notes. 

When done click the "Update Account" button to save.