Changes

Notes will give you, your internal team, your external applicants, claimants, reviewers, and board members an increased level of communication right in your system without needing an outside email program or extra custom fields. Not only can an infinite number of notes be created, but you can also configure notes to have differing levels of visibility for [[User role|roles]], pre-created text options, and even triggers for [[Workflows]]. The benefits of Notes will go as far as you want to utilize and configure them. 

'''Features of Notes: '''

Clicking on the '''Notes '''tab from the left side menu will open a list of available notes on that record. 

On this Notes page, many options are available: 

In some application cases, there may only be a certain amount of responses a person could theoretically answer. The pre-created Notes Options helps to efficiently streamline the process in these situations. For instance, the Yes/No/Maybe options that are shown in the above screenshot, or a Don't fund/Fund option for grant applications would both be appropriate use cases. 

[[Category:Notes]]