Note Details Screen Overview The  Note  Screen allows staff to create and save notes related to customers, contracts, and follow-ups. It helps track important interactions and maintain proper records.After adding the note details, the note list will be updated Access Path Home→ Add Note The side menu also contains a section named Notes . Users can use this section to navigate to the Notes screen. Note Details Adding Form After clicking this icon, the user can navigate to the note adding screen. Overview Provides input fields to create a new note linked to a customer and contract. The user must complete and submit the above form to create a note. When the user starts typing a customer name in the Customer Name field, a list of matching customers is displayed, allowing the user to select the appropriate customer. After selecting the customer, the user must select the corresponding contract number. Input Fields 1. Customer Name Search by name, phone, or loan ID Search and select a customer Supports: Customer name Phone number Loan ID 2. Contract Number Search contract number Dropdown or searchable field Links note to a specific contract 3. Subject Note subject or title Short title describing the note 4. Date Mar 19, 2026 Default is current date May be editable 5. Note Details Enter your note here... Main content of the note Used for: Call summaries Customer updates Follow-up actions Action Button Save Button Label:  Save Function: Stores the note Links it to the selected customer and contract How to Use Create a Note Open  Note Details Search and select a  Customer Select  Contract Number Enter a  Subject Verify or update the  Date Enter detailed information in  Note Details Tap  Save Validation Rules (Recommended) Customer selection is  required Contract number is  required Subject should not be empty Note details must not be empty Success State Note saved successfully Error States Please fill all required fields Failed to save note. Try again 💡  Tip: Use notes immediately after calls or customer visits to ensure  accurate tracking and better follow-up management .