Diary Menu (Agent User)

Agent users may add diary notes on both the bond and account screens. 

Add Diary Notes on the Account Screen

• Select the Diary menu at the top of the screen.

  • Add Diary Notes allows the user to add a new note.

  • Show All Diary Notes allows the user to view previous notes. 

Select Add Diary Notes

• Complete the information and click Submit.

Show All Diary Notes

• Select Show All Diary Notes.

• Select Edit to view or edit the note.

• Select Add New Diary Note to add a new entry.

 Add Diary Notes on the Bond Screen

• Select Buy a Bond.

• Use the search bar to locate the bond.

• Add or show diary notes.

  • See above Add Diary Notes to Account Screen for more details. This follows the same process.