Save Member Notes

1. Search Member and click on the blue pencil icon to open the member details

[OR]

Select the member from member main grid.

 

   

   Select a member by clicking on the blue, left pencil icon 

2. The member details page will open and now click on the 'MEMBER DOCUMENTS' tab

3. In Manage Documents page choose NOTES from DOCUMENT TYPE drop down

4. Select the Status of the Notes as ACTIVE or INACTIVE from the drop down

5. Enter a Short Description, this field is mandatory

6. Enter a Note, this field is mandatory

7. Click on “Save New Note

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