Patron Notes
  • 15 Feb 2020
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Patron Notes

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Article summary

Use the Notes panel on the Patrons View page to record and view free-form notes on patron records.

patron-view-note

Adding a Note

Click the + button on the Notes panel, enter your note text, and click Save.

patron-view-note-add

Viewing Full Note Text

To view the full text of a note, simply click the note on the Notes panel.

patron-view-note-view

Deleting a Note

Click the note to view the full text, then click the Delete button.


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