The Notes section will house all notes that have been made on a member’s account. Whenever any change is made to the account, or whenever the member calls into ASF Customer Service, a note will be created on the account with details of what was changed. To view the member’s notes:
- Click Account Notes to expand the account notes. This will display all notes sorting from newest to oldest
- To view notes within a date range, click Dates, enter the date range, and then click Search
- To search for a specific note using keywords, click the Notes tab, then use the text field to search for the note
- To add a new note, use the Add Note Enter your note into the text field, then click Save
If the member was ever a Prospect signed up through Contract Entry (NOT Member Enrollment), there will also be a Legacy Prospect notes section.