The Notes field displayed on the show page has an updated look to accommodate the display of system Tags on the same screen. The Notes field works as it always has, expanding as administrative notes are added. The Notes field appears in the same location and will also display any record Tags just above the notes (sample screenshot below).
To add or modify a Note, select the desired item (i.e. user profile, enrollment, payment, child care account, etc) then select the Show button or the magnifying glass to view the show page. When you select Add. a blank field will be displayed. Type the desired note then select Save. In the bottom right corner of any note, the system will automatically include a date and time stamp and the staff person who created it (when you hover on the date/time or the picture icon, the system will show more details). If you need to update a note you have created, select on the text portion of the note, make any changes then save again.
Notes added via a show page can only be directly viewed by staff with appropriate user permissions to the Administrative side of the system (not by consumers on the Public side). However, keep in mind that all notes can be viewed by all staff (each staff person does not just see the notes that they have personally created). Notes can also be included in reports potentially viewed indirectly outside of the system (i.e. on a printed roster, an list data export Excel report, etc).
