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You can edit and delete member notes. For example, if you're tracking a member's hospital stay, you might list the member's hospital room number in the note. If the individual changes rooms, you'll want to edit this information in the note. You can also delete notes if the information in them is no longer applicable to the member.
How
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<A>To edit a member note</A> |
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| title | To edit a member note |
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- In the left navigation pane, click Members > Member Notes.
- On the List tab, double-click on the member whose notes you want to edit.
- On the Data Entry tab, notes on the member's record display. Select the note you want to edit, then click Edit.
- Edit the note as applicable, then click Save.
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<A>To delete a member note</A> |
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| title | To delete a member note |
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- In the left navigation pane, click Members > Member Notes.
- On the List tab, double-click on the member whose notes you want to delete.
- On the Data Entry tab, notes on the member's record display. Select the note you want to delete, then click Delete.
- When the confirmation message displays, click OK.
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