Notes

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. To Add a Note Find the person or organisation profile page th...

Occasionally you may want to change or add to a note. However, a note can only be edited by the person who wrote the note. Search for the person that needs a note changed, identify the note and select edit . Add your changes and Save . ...

Occasionally you may need to delete a note. Remember that once deleted it cannot be restored. Click on edit . Click the Delete button. Confirm by clicking OK . Remember, if you did not write this note yo...

Exporting notes is done in the Reports area. To see how to do this, see: Exporting Notes .

infoodle allows you to search for notes relating to People or Households/Organisations using a couple of different methods. The method you choose will depend on whether you want to view the notes in order to edit a person's profile or export/print t...

To generate a report on notes: Select Reports in the Navigation Menu. Under Report areas select People - notes . Criteria - select the options to define which note details are to be searched for.. Continue adding additional crit...