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The Notes tab in the the Officer Summary shows  shows any notes that have been attached to the officer. For each note, the following details are shown:

  • Author – This is shown with the circular icon that displays the account's initials or custom display picture.

  • Title

  • Date and time of writing – A flag will mark if the note is New.

  • Note text


Filtering the Note List

The options to search by by Title and Text or filter the note list by by Number of Records are available  are available from above the list. Once you have entered the necessary details, press press Enter or select  or select the Image RemovedSearch icon to run the search and apply your filters.

Exporting the Note List

Selecting Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Adding a New Note

Selecting Selecting Add Note in the notes tab will open a window where you can write a new note to link to the officer. In this window, you can enter a Title and  and text body for the note.Image Removed


Once you have finished, select Save to  to add the note or Cancel to  to discard it.

Note Actions

The following actions are available from the notes tab:

  • Edit – Selecting ...

    Edit by

    > Edit by a note in the list will open a window where you can edit the title and body text for the note. Select Save


     to confirm your choices.

  • Delete – Selecting ... > Delete by a note in the

    list will

    list will delete the note. You will be prompted to confirm before the note is deleted.