The “Notes” tab is where you can enter notes for the selected consumer.To add a note, click the insert button at the top, specify any details, and click save. To add remove or edit the options in the “Type” drop down, review the entries in the management module “Lookup” tab.
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Detail
To Add a Note:
Click Insert
Select the note type
Type in the note
Click Save
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The notes entered here are made permanent the night the note is added. |