Adding a Note
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Adding a Note

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Article Summary

Notes allow you to enter details about a person, household or situation when a custom field does not allow enough information to be stored, and you need to have privacy on a note.

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To Add a Note:

  1. Find the person or organisaton profile page that you want to add the note to.

  2. Click on +NOTE. (You may also find this under the Notes tab).

  3. Complete the various note fields:

    1. Date - the date the note is applicable from
    2. What type of note this is - select the appropriate option from the dropdown list
    3. Colour code - select the approriate colour key to associate with this note. Select Show Colour Key to see the note type colour association.
    4. Who is this note is for - a Person note will apply the note to the person only, a Household or Organisation note will apply to all the contacts who are part of the same household or organisation.
    5. Note - add the actual note text here.
    6. Note visible to -who will be able to see the note once it is saved? Select from the options - if Group is selected choose the appropriate group from the dropdown list.

  4. Finally, click Save.

Note

Which groups can have a note visible to them? The groups displayed in the dropdown list are those groups that have the 'can see content' option ticked.

The What type of note dropdown and Colour Key have a button next to them to allow you to add new fields if the options available are not what you require. Just click on the + icon next to What type of note or Colour Key and add another category to the lists.

Remember to Save once you have finished!

Video (3:19)

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