How to View the Notes on a Client’s Profile?

Notes will display on the overview screen for a client’s profile.

Selecting Alerts(x), Messages(x) on the left side column will also display notes

In the left side column select Alerts (x), Messages (x)

Notes will display automatically when a client’s profile is accessed

It is the CX Team member’s responsibility to scan the notes when helping a client, paying special attention to Fraud notes and notes placed by FIS