Staff Communication Notes Instructions

Staff Notes.mp4

Instructions	Image	Good to Know
Staff Notes are enabled by Permissions on Roles under Company Account. Roles can have permissions as follows: View Notes Add Notes/Edit Notes Delete Note		Only Role 4 has Staff Notes permissions by default
Company Account: Staff Member Settings: Note Types Staff Note Types can be created to classify the note entries on the staff profile. Click “+Staff Note Type “Staff Note Type” field is required. Note Type is marked “Active” by default.		For Note Type to display as an option on Staff Profile>Notes, it must be marked as Active. Users cannot delete a note type that has been assigned to a note. It can be marked inactive. “Description” is optional.
On Staff profile, Notes section is now visible for those users with permissions.
By default, the notes will display in order of creation date, most recent first. Notes page can be sorted by clicking on any column header. Notes can be filtered by Note Type, Created by, Created On, Last Updated by, Last Updated On. Click “Add New Notes” to create a new Client Note.		User can click on the icon in the Notes field to expand and show the full note content in a pop up.
When creating a new Client note, the following fields are required: Note Type Title Notes Click Save.		Notes marked “private' will only be viewable by the user who created the note and users with Role 4 permissions.