Adding notes to People

Notes, people

Riko Muttik avatar
Written by Riko Muttik
Updated over a week ago

You can add notes concerning your people on their profile that are visible only to super admins and managers role holders within your environment. This can be any kind of important information that isn't already covered anywhere else on their page but that you feel should be displayed on their profile, or just a simple reminder about something.

To add a note:

Go to the persons´s 'Main Info' tab. You can see the yellow Notes section in the upper right corner of the page.

Click on 'Add Note'. This will open a text box. Type in the note and click 'Add'. The note should now show up in the section.

To delete a note, click on the little "x" in the top right corner of a note. To edit an already existing note, just click on the note itself and it will let you edit the content.

Your people profile now has notes and you can move on to the next article.

Back to People menu

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