Basics

The Notes area is a subtab section for an individual, group, or family that works the same in all cases. It lets you keep track of important information related to the person or group. Notes can expire (which will prevent them from being seen, although they’ll still exist in the database) and can be marked as critical which will catch the eye with a special icon.

Fields

• Expire Date: when this note expires and is no longer shown in the section (although it still remains in the database.) Is not required.
• Is Critical: marked if this is very important information that needs to be considered each time the record is opened. Creates a special icon on the Notes subtab heading to show its presence. Also not required.
• Note: text area to write the details about the note.