Adding Notes to Users

Follow

Staff can add notes about a User on the User form. The ten most recent notes will appear in the Recent Notes drop-down.

You can open the User form from a list of search results by double-clicking your selection or selecting the User and hitting the Enter button on your keyboard.

Adding a Note

  1. On the User form, right-click anywhere in the Notes section.
  2. Select Add Note. The Add Note box will appear.
  3. Type in your note, then click Add.
  4. Alternately, you can re-use one of your most recent notes by clicking on the Recent Notes drop-down and selecting the note you want to use, then clicking Add.
  5. The note will appear in the Notes section.

Deleting a Note

  1. On the User form, right-click on the note in the Notes section that you want to delete.
  2. Select Delete Note from the list.
  3. A confirmation box will display. To delete, click Yes.

Questions?

If this article didn’t resolve your issue, please take a moment and answer a few questions to help improve our documentation:

Feedback