Waiting List Notes

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 

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).
   
   
4. Click the "+" icon in the far right edge of the notes widget. (The notes widget is located beneath the waiting list detail box.)
   
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 "Save".
   
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.