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Notes can be added to a specific household within their waiting list details. These will appear in the master roster of notes (see Household Notes) as well as in the specified waiting list detail.

Video Demonstration 

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Step-by-Step Guide to Adding a Waiting List Note:

  1. Navigate to the household you wish to create a note for. 
  2. Open the Waiting List tab.
  3. Click the Waiting List you wish to leave a note pertaining to (if they are on more than one).
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  4. Click the "+" icon in the upper far right corner edge of the notes widget. (The notes widget is located beneath the waiting list detail box.)
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  5. The waiting list note category will automatically be selected so all that's left will be to fill out the body, or message, of the note.
  6. Click "OKSave".
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  7. Success! A new waiting list note has been added for this households waiting list details. Since you added the note from the Wait List itself - the note will be prefixed with the name of the Wait List. 
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