How to add note

Once you locate the member you are searching for

    1. Select the notes tab.

    2. Choose the add button

    3. Hit the space bar to put today's date, or you can edit the date as needed.

    4. Enter the note type.

    5. The user initials are automatically added.

    6. Double-click on the notes section.

    7. Type the desired text and save.


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