Adding Notes to a Guest Profile
To add a note to a Guest Profile, click the gray "Add Note" button on the Notes module on the left hand side of the Guest Profile.
The "Create Note" modal will appear. You can organize your notes by choosing the appropriate category. You can choose from "Call," "Email," "In Person," or "General."
Once you have determined the note category, you will be able to enter the note content within the text editor. When you have completed the note, click the pink "Save Note" button.
The note will automatically be timestamped with your username, date and time. The Notes module will organize the notes by event, with the most recent note on top.
To delete a note, click the trash can icon to the left of the note.