| Question / Issue |
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| How do I add a note to a contact? |
| Answer / Solution |
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- Login to AgencyBuzz. Click on the Policies section from the left hand navigation column.
- Choose the policy you would like to review from the main policy list and double-click to open their policy record. Note: You can also search for the policy by typing in the named insured into the search box.
- Click Add Note in the tool bar at the top of the policy record.
- Use the text editor to type your note.
- Add additional information to your note
- Classification - the type of communication for this note.
- Line of Business - the line of business associated with this note.
- Entered by - the AgencyBuzz user who entered this note.
- Follow-up Date - the follow-up date for this notes.
- Click Save & Close to return to the previous screen.
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KB ID # 2091
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