How to Add a Note to the Client Card : GMG Savings

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How to Add a Note to the Client Card Print

Modified on: Tue, 23 Jan, 2018 at 4:08 PM

There are four steps to add a note to the Client Card.

Go to your GMG Portal, portal.gmgsavings.com, and access your My Clients page.
Locate your Client and open their Client Card:
Look in the gray area and click on '+Add Activity', then choose 'Note'
Add the information you would like in the Note section and click 'Add Activity' to save.

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