Create a note on a Policyholder

To create a note on a policyholder, follow these steps:

1. Log into your Root dashboard.
2. Click on the Policyholder icon in the blue navigation bar on the left side of your screen. 
3. Search for and click on the policyholder that you want to create a note for.

4. Click on the Create Note icon on the top right.

5. Enter your note. You can also tag team members in a note by typing @ followed by their name. The tagged user will receive a notification in the Notifications panel on the Root Dashboard.

Note: The tagged team member must have permissions enabled for Notifications to view their notifications. 

Once you've entered your note, click Add note.


 

6. Your note will appear in the Notes tab, which you can find next to the Activity log  on top the right side of your screen. 

Note: For each note added, you can see the name of the user that added the note, as well as the date and time that it was added to the Notes log.