Entering Notes On People
You can use the Notes tab to record notes or important experiences for people and families. These notes can be assigned to the person selected on the people list or to the individual's entire family
Adding a Note
To add a Note, select the person on the People screen. Then select the "Notes" Tab above that person's profile. Then select the "Add Note" button at the top of the list.
Today's date will automatically appear in the Date field, but you can change it by clicking on it and selecting the desired date from the pop-up calendar.
Select the Note Category for the note you are creating. Then type the note in the large text box.
Choose whether or not this Note applies to the individual only or the entire family. You may also use this note as a reminder on the Home Screen. Then click "Add Note".
Editing/Deleting a Note
To edit or delete an existing Note, select the Note you want to change. Then type in the changes and select "Close" or select the ( ) to delete.
Editing Note Categories
Note Categories are used to set different permission levels, providing more privacy for some information. You can also use Note Categories for printing category-specific reports.
To create Note Categories, select the "Edit Note Categories" button at the very bottom of the list of notes. In the following window, select the "Add List Option". Then type the new Note Category name and choose the permission level to determine who can access this note. Learn more about User Accounts ›
To edit a Note Category, open the same window and click on the field you want to change. Select the ( ) if you want to delete the category option.
Pro Tips
The Notes tab is a great tool to use for your follow-up process (i.e. first visit, call made, visit made, and any other steps in that process). Note Categories can help you keep track of your prospects and where you are in the follow-up process.
Select a note to appear as a reminder on the Dashboard. Toggle this "Add this Event to My Reminders" when editing the note.
From the People Screen, you can create various Note Reports by clicking on "Reports" in the top toolbar and selecting "Note Reports" from the list of report options. Select your report options and click on the "View Report" button.
