How to Create, Edit and Delete parent notes

Created by Customer Support, Modified on Tue, 15 Oct, 2024 at 3:39 PM by Customer Support

How to Create, Edit and Delete Parent Notes


To create a parent notes, follow the steps below:


Step 1 - In the parent profile, click the tab “Notes”.


Step 2 - Click the button “Add new Notes”.


Step 3 - Fill up details in the textfield.



Step 4 - Then click the check icon to save.

Step 5 - It will now display the notes in the system.



How to Edit Notes


Step 1 - In the parent profile, click the Notes tab.


Step 2 - Select the note then click the edit icon.



Step 3 - Edit the details in the textfield.



Step 4 - Then click the check icon to save.




How to delete parent Notes


Step 1 - Click the “delete” icon.

Step 2 - Click “OK” to proceed.




 


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