This article will outline the steps required to create a Custom Note within Dossier. We see our Users utilize this feature to store information specific to their Exec that does not fall under one of the pre-determined categories. NOTE: This can also be done via an Inbox conversion, which this guide will not cover. To learn more about Inbox conversions, click here.

  1. Navigate to Dossier using the Feature Selector on the left side of the screen.

2. Select "Custom"

3. Enter the details for your Custom Note, including a "Tag" to make the note more easily found.

4. Click "Save"

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