You are able to leave client notes. You can save them without emailing the note, or you can save and choose to email the note. You can email either the client, or the affiliate agent. To get started you can pull your client up from the client list Once your client loads you can click on the Notes & Contacts tab.
You will see 2 sections. One for Client Notes, and one for Processing Notes. you will want to use the Client Notes when adding a note for a client. You can enter your note, and then if you would like to also email the note you can do so by checking the box Send To and then selecting either the client or the affiliate to send the note to.
Once you have saved the note you will see the note in the client notes list
