The notes are organized based on the type of note, Personal and then Customer. Within the Personal and the specific Customer tabs, the notes are then sorted by Priority (critical, normal or low) or by Note Date, whichever the user selects.

Select the sort option you wish by clicking the Sort () icon on the toolbar and selecting either:

• Priority

• Note Date

The date the Note was entered appears in the note header. If the note is for a policy or claim, the following information appears in addition to the date:

• Policy Number - Notes entered for a policy.

• Claim Number/Claim Date - Notes entered for a claim.

The colors for Sticky Notes are controlled by the settings in Color Setup. The colors can be modified for each individual user.

New Sticky Notes appear automatically when entered, so there is no need to refresh the screen.

You can change the location of the Sticky Notes display by clicking the docking () icon on the Sticky Notes toolbar and selecting a location on the screen.

• Left

• Right

• Top

• Bottom

Notes that are docked to the top or bottom of the screen appear horizontally.  Notes docked on the left or right side of the screen appear vertically.

AMS360 remembers the last location you selected so when you log off and log on again, the display is in the last location you chose for it.

If multiple customers are opened via separate browser sessions, those customers with a sticky note, also has a sticky note tab appearing in the Sticky Note application.

The sticky note tab focus is on the active customer for that session. Each Sticky Note tab has its own close capability via an X.

When the tab is closed it does not relaunch until a new Sticky Note is created for that customer, (Only applies when Auto Launch is selected in User Options) or the on-demand Sticky Note icon is selected.

Edit a Sticky Note in one of the following ways:

• Double-click the Sticky Note that you want to edit. Edit as needed and then Save and Close.

• Right-click the Sticky Note that you want to edit and select Edit from the menu that appears. Edit as needed and then Save and Close.

• From any center or data entry form that has a Notes menu, click Notes > View and then use the Customer Search option to find the Note and open it. Edit as needed. Click Save and Close.

Delete a Sticky Note in one of the following ways:

• Double-click the Sticky Note that you want to delete. From the File menu select Delete or click the Delete () icon on the toolbar. Click Save and Close.

• Right-click the Sticky Note that you want to delete and select Delete from the menu that appears.

• From any center or data entry form that has a Notes menu, click Notes > View and then use the Customer Search option to find the Note. Select the Note in the grid, right-click, and choose Delete, or click Delete on the Notes List section menu. Click Save & Close.