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.