How do I add a Note?

How do I add a Note?

How do I add a note?

What is the purpose of adding a note to an account?

Notes are useful for keeping a clear and concise track record of all communication and important information received from a parent or guardian regarding their account.

How do I record or add a new note on an account?

  1. Navigate to Debtors > Accounts and select the specific account.

  2. Underneath the Notes section, select Add text note.

  3. Select the Communication type (e.g., office visit, email, sms, etc.) to indicate the form of contact received from the parent.

  4. Add your note detailing the communication or information received.

  5. Click Save.

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