Adding a Note on an Agent

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Sometimes you might want to make a note of a pertinent issue with a particular Agent. SchemeServe makes this very easy to do.

Note: Your notes are for your private use only and are not shared with the Agent.


Adding a Note on an Agent

  1. Log in to SchemeServe
  2. Click the Agents Tab
  3. Find the Agent
  4. Click the Agents Link
  5. Write your note in the “Add a note about AGENT NAME” Box
  6. Click the Add this note Button


Video Tutorial


See Also:

Searching for existing Agents

Jumping straight to a specific Agent

Editing Agent account details

Importing Agent Details from External Sources

Exporting Agent Details for External Use

Deleting an Agent Permanently

Resend Welcome Emails to Agents

Assigning a Scheme to an Agent

Setting an Agent's Commission

Adding a Custom Agreement to an Agent Record

Paying Commissions to Multiple Parties

Creating White Label Agent Websites

Disabling an Agent's Account

Enabling an Agent's Account

Editing Agent User Accounts