Notes Management

Notes Management sits under Communication and has two pages:

Notes

Every note your team has written on member profiles.

Tags

Labels used to organise notes.

Notes Management → Notes gathers every note your team has written on member profiles into one place.

1. 1Search by a member's name to find their notes.
2. 2Open a note to read it, or select Edit to update it.
3. 3Save — the note updates on the member's profile too.

1. 1Open Notes Management → Tags and add a tag, for example Follow-up or Hospital visit.
2. 2Give each tag a colour so it's easy to spot.
3. 3Filter the notes list by tag to see only those notes.