We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.
Add an Account Note
Updated:
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
Search for and select a user
Under the Account Notes section, select Add Note
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
Click Save New Note
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