You’ve got additional information you want to log against a particular member, but you don’t want to use any of the form fields. Notes are the answer.
Instructions
Visit the member’s datascreen and click on the member’s name to visit their profile.
Once you see the profile, click on the Add note
button. A popup will appear.
Select the note type and fill out the note text. Click Save Note
to save the note.
You can now visit the Notes
tab and view your note.
💡All the available types of note behave in the same way, with the only difference being the colour of the label they are assigned in the notes table. To add a flagged note select Flagged
as the type and you’re all set!