Member-add note

Updated for 7.0

At the top of the screen is a box titled Search.

In this box enter the full or partial first name, last name, email address or membership number that you are searching for.

Press Enter OR click on the button with the magnifying glass next to the box.

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 bar at the top of the screen, 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 Save button at the bottom of the screen.

These are samples.

Updated on June 27, 2023

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