Used to record an unlimited number of notes for individual staff.
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Main Menu > Staff > Notes
Applies To: Enterprise Plus Basic
Details
- Date: Date of note. Required field.
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Type: Type of Note. Required field. Not user-defined.
- The "Signature" type is reserved for custom certificates with a digital signature.
- Method: The method used to communicate the information. Not user-defined.
- Follow-Up Date: If note requires follow up, what is the target Follow-Up Date.
- Case Notes: Memo field for details.
- Follow Up: Memo field for follow up notes.