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  1. Go to the desired Contact.

  2. Click 'Sticky Note' at the top of the window.

  3. Enter the message for the Sticky Note in the window.

  4. Click ‘Save’

    1. When the Sticky Note displays, the name of the user who created the Sticky Note, date & time created, and the date it was last modified will automatically display.

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Attaching a Sticky Note to a Matter, Deleting .vs. Closing a Sticky Note

Training Track for New Prevail Users

Video 23 - Turn on the Do Not Disturb Mode