1. All exceptions are outside the blue background
2. You can switch to Accounts, Households or Prospects
3. Hover on it to see a summary and then click on it.
4. Go to the Compliance Notes tab
5. Select an action
6. Optionally type a note
7. Tag a team member with @Name
8. Hit Save. If a team member is tagged in a note they will be notified of it by email.