Skip to end of metadata
Go to start of metadata
You are viewing an old version of this page. View the current version.
Compare with Current
View Page History
« Previous
Version 2
Next »
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.
Step-by-Step Guide to Adding a Waiting List Note:
- Navigate to the household you wish to create a note for.
- Open the Waiting List tab.
- Click the Waiting List you wish to leave a note pertaining to (if they are on more than one).
- Click the "+" icon in the upper right corner of the notes widget. (The notes widget is located beneath the waiting list detail box.)
- 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.
- Click "OK".
- Success! A new waiting list note has been added for this households waiting list details.