Notes Tab (Profiles)

Notes Tab (Profiles)

The Notes tab provides a free-form text entry fields that you can use to store notes or other additional information about the Profile record.

There are 26 notepads available for every Profile. Each notepad is labeled with the letters A-Z. To enter notes, click a notepad button and start typing. When you are finished, click the Save button on the toolbar. The notepad letter will be boldface for Notepads containing text.

It is useful to assign the Notepads by function (for example, Notepad D for Development, Notepad P for Program, or Notepad F for Finance) so that you can easily print or export a particular type of information for a particular group of Profiles by selecting the associated Notepad letter.

If you have entered notes about a Profile and you want to search for a specific piece of text, click the Search button.

Note: The search will find only the first instance of a word, or character string. To find other instances in the same notepad, search again. When you have found all instances in a particular notepad, click the next letter and repeat the search (select Search All Notes to find the first instance of the text in any subsequent notepad).

Note: If you want to keep private or confidential notes about a Profile, your security administrator can limit access to any notepad to a single user (or group of users).

Notes Tab