Steps to Write User Note
Make sure you log in as Administrator
1. Right click on a user and select Add Note.
2. A note contains a Subject, Note, Recipients, and Categories. Recipients and categories are optional.
A recipient is another user that can login to the application who has the _ReadNotes privilege. This or those users will be notified once they have been added as a recipient of a note.
Categories can be used to group notes in order to retrieve them easily during searches.
Once a subject and note content has been filled, the note is ready to be sent.
When adding recipients, the user list can be filtered by tags by clicking on the arrow down next to the search field and selecting the desired tag.
NOTES Privileges (Make sure you’re using admin account)