Add a Note to an An Adjuster Contact

How to add pertinent information pertaining to an adjuster, which will be visible to all cases to which the adjuster is assigned. 

• Navigate to the Defendants Tab. 

• Locate the defendant's insurance.

• 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 click Edit under the menu.

• Add a note.

• Click Save at the bottom right of the pop-up window.

• Once back in the Edit Adjusters box, click Save again.

• The updated note will appear by the adjuster on all current and future cases.