With the Contact Tab chosen, you will see additional tabs below. Each tab enables you to add and view, current and past loan history of the chosen contact.

The first Tab is the Notes Tab, you enter any notes here.

Note: The Notes Tab here is what you have entered into WorkCenter and the Notes Tab under the Current Tab are what you have vSynced into WorkCenter from your LOS.

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See Notes, Info, Current, Links, Journal, Documents and Loans.