Adding a Note

To add a note to the Note Pad, follow the steps outlined below:

1) When you are on a person’s record on any of the six tabs that you would like to add a note to, RIGHT click the AddButton button.  The RIGHT click starts an add to the Note Pad.

2) A new note opens on the note pad with the Owner and Date already filled in.  This information cannot be changed.  Type the narrative of the note in the Note box.

3) Click the DoItButton button to save the note.