Add Notes to Children and Families

Expand/Collapse All

Add a Note

To a Child

1. Go to Family Accounts (left menu) > Profiles card > View # Active Family Accounts.
2. Locate and click the family name the child belongs to.
3. Click the Options icon> Add Note to Child on the child's contact card.
   OR
   Click the child and go to the Actions menu> Add Note to Child if you are an Owner or Administrator.
4. Complete the fields in the Notes drawer that opens on the right.
   • Title - Enter a name for the Note.
   • Tag Family Members (Optional) - Optionally select additional family members where the Note will display.
   • Category - Select one or more tags to categorize the Note.
   • Note - Write a description and any details you want to add.
   • Administrators and Owners View Only - Select this box to allow only Administrators and Owners to view the Note.
   • Click Show More to color-code the Note and mention additional team members if needed.
5. Click Create Note when finished.
   
   

To a Contact

1. Go to Family Accounts (left menu) > Profiles card > View # Active Family Accounts.
2. Locate and click the family name the contact belongs to.
3. Click the Options icon> Add Note to Contact on the contact's card.
   OR
   Click the contact and go to the Actions menu> Add Note to Contact.
   OR
   Go to a child's Contact's tab and click the Options icon> Add Note to Contact on the contact's card.
4. Complete the fields in the Notes drawer that opens on the right.
   • Title - Enter a name for the Note.
   • Tag Family Members (Optional) - Optionally select additional family members where the Note will display.
   • Category - Select one or more tags to categorize the Note.
   • Note - Write a description and any details you want to add.
   • Administrators and Owners View Only - Select this box to allow only Administrators and Owners to view the Note.
   • Click Show More to color-code the Note and mention additional team members if needed.
5. Click Create Note when finished.
   
   

To a Family Account

1. Go to Family Accounts (left menu) > Profiles card > View # Active Family Accounts.
2. Locate and click the family name.
3. Go to the Actions menu> Add Note To Family Account if you are an Owner or Administrator.
4. Complete the fields in the Notes drawer that opens on the right.
   • Title - Enter a name for the Note.
   • Tag Family Members (Optional) - Optionally select additional family members where the Note will display.
   • Category - Select one or more tags to categorize the Note.
   • Note - Write a description and any details you want to add.
   • Administrators and Owners View Only - Select this box to allow only Administrators and Owners to view the Note.
   • Click Show More to color-code the Note and mention additional team members if needed.
5. Click Create Note when finished.
   
   

View Notes

Click the Notes iconfound on the top-right of the system to view all the Notes you have created. Then use the following features:

• Click the My Mentions tab to view Notes other team members have mentioned you.
• Use the Filter iconto open a slide-out filter drawer on the right. This drawer allows you to filter Notes by Color, Date, Family Members, and Staff Members.
• Click the Expand iconto view more details about all Notes on the page.
• Click the Expand arrowon a single Note to expand it.
  
  

Edit a Note

To edit a Note after you create it, follow these steps:

1. View the Note you want to edit.
2. Click the Edit Note iconon the Note.
   Note: The location of the icon will vary based on where you viewed the Note.
   
   
   
3. Make any edits to the Note using the fields in the Notes drawer on the right.
4. Click Update Note when finished.

Archived Notes

If you are an Owner or Administrator and no longer need a Note, you can archive it. Archived notes remain visible to Owners and Administrators only but can be restored at any time.

Archive a Note

1. View the Note you want to archive.
2. Click the Archive Note iconon the Note.
   Note: The location of the icon will vary based on where you viewed the Note.
   
   
   
3.  Click Archive in the Archive Note? window to confirm.

View Archived Notes

1. Click the Notes iconfound on the top-right of the system to view all the Notes you have created.
2. Click the Actions menu> View Archived Notes.
   
   

Reinstate an Archived Note

1. Click the Notes iconfound on the top-right of the system to view all the Notes you have created.
2. Go to the Actions menu> View Archived Notes.
3. Select one or more archived Notes using the checkboxes, or use Select All.
4. Go to the Actions menu> Reinstate Notes.
   
   

Delete a Note 

You can delete archived notes. Once you delete a note, you cannot recover it.

1. Click the Notes iconfound on the top-right of the system to view all the Notes you have created.
2. Go to the Actions menu> View Archived Notes.
3. Select one or more archived Notes using the checkboxes, or use Select All.
4. Go to the Actions menu> Delete.
   
   
   
5. Click Delete in the Confirm Delete window.