To add borrower notes in Infiniti
1. Click on Notes tab in Borrower Record
2. Click on + Add User Note button
3. Enter required note
e.g. ****PLEASE DO NOT ISSUE CHARGERS/LAPTOPS TO BEN UNTIL OVERDUE LAPTOP IS RETURNED. THANK YOU. BW****
4. Mark Highlight on issue if the note needs to be displayed each time the borrower’s record is accessed
If Highlight on issue is not marked, the note will just be kept in Notes History
5. Click on Save Changes
To delete borrower notes in Infiniti
1. Click on Notes tab in Borrower Record
2. To far right of note to be deleted, click on X
To edit borrower notes in Infiniti
1. Click on Notes tab in Borrower Record
2. To far right of note to be edited, click on
3. Amend note and mark / unmark Highlight on issue as required
6. Click on Save Changes
For more comprehensive procedures please see attached file