Add A Note To A Members’ Account

Search for a members’ name by following the directions here.

A list will appear with the result. Click on the name that you are searching for. It will look like this:

A new pop-up window will appear with the member information. It will look like this:

Click the View button at the top left of the pop-up box. This will take you here:

In the horizontal navigation bar, select Notes. This will provide a drop down menu. Select Add. A pop up will appear that looks like this:

Using the text box in the pop-up window, type in the contents of your note.

When you have finished entering the note, select the green Save button at the bottom of the screen.

These are samples.

Updated on July 30, 2025

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