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Log Notes using the Staff App
Feb 11, 2021
1456
- Click the
icon. - Select Contacts from the app menu. A list of all contacts in your database will be displayed.
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- Click the name of the contact for which you wish to log a note.
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- 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.
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- Click Save to save the note.
