Share Notes for your team here.
We have pre-made Notes categories: Financial, Legal and Medical. All Notes show up in the ‘All’ category. The dashboard view and Notes page view will always indicate how many notes you have in total and per category.
Click anywhere in the Notes panel to open the Notes page.
Find the Notes page by selecting Notes at the page-top main menu or select it by clicking in the Notes box.
To Find a Note:
> use the search box
To Add a Note:
> select at page top right
> fill in as much info as you want and ‘Save’ the new Note
To Learn More about a specific Note :
> click on the Note in the alphatetical list
> select at the bottom of the screen
> see Note info, last saved date, who saved it last
To Edit the Note Info:
> use the Edit button, bottom/right of your screen
To Delete the Note:
> select the ‘Delete’ garbage can icon at page bottom
> You’ll be asked if you’re really, really sure before you Delete it for good.