Staff - Notes

Used to record an unlimited number of notes for individual staff.

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Main Menu > Staff > Notes 

Applies To:    Enterprise    Plus    Basic

• Date: Date of note.  Required field.
• 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.