TABLE OF CONTENTS

• Add Notes
• Edit Notes
• Delete Notes

Navigate to: Customers & Users > Users > Notes

Administrators can add notes to each user’s account by using a rich text box. Multiple notes can be created and saved.

Add Notes

1. Click the “Add New” button.

2. Add Note details.

3. Save progress using the "Save" button.

4. The page reloads with action confirmation.

5. The new note is now added.

Edit Notes

1. Click the “Edit” icon.

2. Edit Note details.

3. Save progress using the "Save" button.

4. The page reloads with action confirmation.

5. The note is now edited.

Delete Notes

1. Click the “Delete” icon.

2. The page reloads with action confirmation.

3. The note is now deleted.