Free text notes on user records 

We've often been asked for a place simply to write notes on user records - perhaps the outcome of a telephone conversation, or some more details about family circumstances that simply don't fit anywhere else.

We've added a new tab to the user record called 'Notes', where you can write, edit and delete your notes. You can write as much as you like, and it's all saved with the date and time, and with the name of the person making the note. When notes are edited you can even see the history of edits.



To get started, go the Notes tab of a user record and hit the '+' button. Once you have added a note, you can edit it by clicking the pencil. After editing, you can see previous versions of the note by clicking  . Once you're done with the note, click the bin to delete it!