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Log Notes using the Staff App

Updated
  1. Click the   icon.
  2. Select Contacts from the app menu. A list of all contacts in your database will be displayed.
  3. Click the name of the contact for which you wish to log a note.
  4. Click the   icon in the header bar.
    • Select a Category: Click into the category text box. A list of the communications categories you have configured in the database will be displayed at the bottom of the screen. Click the desired category, and click Done.
    • Enter the Subject of your note.
    • Enter the Note/Message and click Done.
  5. Click Save to save the note.