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

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