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Notes

The notes tab is a place to document longer information and conversations that would not fall under the "Quick notes" category.

Add a new note

Add a new note
  1. First select a category that you have set under Admin>Staff>Notes.
  2. Click "+Add a new note..." to create a new note.
  1. Type your new note
  2. Click "Submit" to save.

Notes appear in chronological order with the newest note at the top.

Edit a note

Edit a note

Double-click on the pencil icon.

  1. Edit text
  2. Click "Submit" to save

The edited note is now saved.

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