Person Notes

Under the Person profile, you can view and add notes to the person/entity. Notes are internal and stored against a person. The latest note will be visible in the Person profile.

To add a new note, select Add from the top right hand corner. The Add Note screen will be displayed.

Select date and add a type which can be one of the following.

Add a subject and details decribing the contact with the person. If the conversation relates to a particular horse, then click on the horse field and select the horse from the list. A follow up can be set with a date.

When the note is finished, select Save from the top right corner to save the note and return to the Notes tab.

The new note will be displayed in the Note list.

Editing or deleting a note

A note can be edited or deleted by tapping on the note. The Options menu will display. If Edit Note is selected, the Add note page will be displayed. Make the necessary changes then Save the changes and you will be returned to the list.

If Delete Note is selected, the note will be deleted and be removed from the list.