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Notes
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Adding a Note
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 organisaton profile p...
Editing a Note
Occasionally you may want to change or add to a note. However a note can only be changed by the person who wrote the note. Select the person that needs a note to be changed and click on edit . Add your changes and save . Note ...
Searching for a Note
Infoodle allows you to search for notes relating to People or 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 persons profile or export/print them. To qu...
Deleting a Note
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 . Note Remember if you did not write this not...
Reporting on Notes
To generate a report on notes: Click Reports on the Navigation bar/menu. Under Report areas select People - notes . Click on Add criteria and Select items to filter . Select Fields you want included in your report. Generat...
Exporting Notes
Exporting notes is done in the Reports area. Click here to see how to do this.
Advanced Notes Search
Select Reports in the Navigation Menu. Under Report areas select People - notes . The Create Criteria tab appears first. Select Criteria to apply to the Report. Continue adding Criteria using the Add Criteria button. Click the ...