Notes can be added to a members profile. To view or create notes, find the member and then click on the settings icon and select the option ‘Notes’.
Notes are date stamped. Members notes will be viewable by all organisations that a member belongs to however each note can only be edited by the creating entity. Notes can also be accessed from within a member record from the Members Link section.
1. Use the date filter ‘from and to’ fields to view all members notes
2. All notes attached to the members file will be displayed
3. From this screen you can create a new Notes. Click ‘create note’ and fill in the Date, Type, Heading and Details sections.
Post your comment on this topic.