A way to add pertinent information pertaining to a certain adjuster, which will be visible in all cases to which the adjuster is assigned.
- Go to the Client Tab in the open case.
- Scroll to the insurance whose adjusters you want to edit.
- Click on the arrow at the end of the adjuster’s row.
- Select Edit from the drop-down menu.
- A pop-up window will appear.
- To add the note for an existing adjuster, choose the one you want and click Edit under the menu.
- Make the desired changes.
- Click Save at the bottom right of the pop-up window.
- Once back in the edit adjusters box, click Save again.
- Your updated note will appear by the adjuster on all current and future cases.
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