Add/Edit Notes

Add/Edit Notes


Add Note:

  1. View Member: To add notes for a member on a user account, click on “User Management” & search for the user account. Next, hover over the Action icon to the left of the user, & select “View User Options”. On the View User Options page, click “View Members” then, hover over the action icon to the left of the member and select “Add Notes.”
  2. View Notes: To add notes to a shopper account, click on “User Management” & search for the user account. Next, hover over the Action icon to the left of the user, & select “View User Options”. On the View User Options page, click “View Notes” then, click the “+” in the upper/right to add a new note. 

Edit Note: This is only available in View Notes. Edit, Delete and Make Inactive are available options.

  1. The Member name selected will default for the Note entry. Also complete the Date, Notes Type, Status and Notes. Then click “Save.” For Notes Type, “Private” notes will not show on the Enrollment Report. “Public” notes can be displayed on the Enrollment Report.

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