How to add a note

Once you have located the individual you are looking for, you can add a note by:

  1. Select the notes tab.

  2. Choose the add button

  3. The current date is entered automatically.  You can edit the date if needed.

  4. Select the note type from the drop down list - which must first be created in the look-up codes.

  5. The user initials are automatically added.

  6. Double-click on the notes section.

  7. Type the desired text and save.  The Notes text can be formatted by selecting Character/Font.  The Spell Check feature also works on notes - misspelled words will be underlined in red.  Right click on misspelled words for suggestions or choose to ignore the word.

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