Family Profile: Notes Tab

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

  1. Select a category to file the note under.
  2. Click "+Add a new note..." to create a new note.
  1. Type your new note
  2. Click "Submit" to save

Notes will appear in chronological order, with the most recent note at the top.

Edit a note

Double-click on the pencil icon to edit text.

  1. Change category if needs be.
  2. Edit text
  3. Click "Submit" to save

The edited note is now saved.

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