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Notes

This area provides a location to make notes on a person. There can be different entry type notes. The authority can be set so that a person can see only notes made by them, or they can see other’s notes as well.

There is a form function that will pull these notes into a document if desired.

From the MENU: Person, Notes

• Entry date/time: Enter the date and time of the note.
• Entry type: Select the type of note you are adding.
• Notes: Type the note.

Click on the UPDATE button or press ALT+U to save your changes.