Creating a New Note

All patron notes will have a printed date assigned to it immediately after the note has been created.

1. Find the patron you wish to add a note to

   Click Here to learn how to find a patron.

2. Click on the Letters Tab

   This will open the Patron Letters Window.

   

3. Click the Add Note Button

   This will open the Patron Notes Window.

   

4. Select the note type

   You can have titles for different notes. The type of note can be set in Code Tables. Click Here to learn how.

5. Select the period to which the note applies
6. Select the security level of the note

   If the note is personal or deals with private information you can set the security level so only selected employees may view it. Click Here to learn about security levels.

7. Enter the note content
8. Click OK once all the note information has been entered

   You will return to the Patron Letters Window. The note will now be displayed in the table.