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
- First select a category that you have set under Admin>Staff>Notes.
- Click "+Add a new note..." to create a new note.
- Type your new note
- Click "Submit" to save.
Notes appear in chronological order with the newest note at the top.
Edit a note
Double-click on the pencil icon.
- Edit text
- Click "Submit" to save
The edited note is now saved.
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