Customer Protocol Notes

How to Add, Update, or Delete Customer Protocol Notes?

Step 1: You can Add, Update, or Delete Customer Protocol Notes by logging into your ServiCase carrier account from the ServiCase website.
Step 2: Click on the Customers icon in the left navigation menu.
Step 3: Click on the Edit icon for the customer you want to add Protocol notes for.
Step 4: Scroll down to the Protocol Notes section and enable the toggle for the user roles for which you want the added note to appear for.
Step 5: Add notes in the given text area.
Step 6: Click Save and the notes will be updated.

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