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Definition of Notes

Article ID: 198
Last updated: 11 Jun, 2009

Notes have definable fields (category, subcategory subject, date) that can be viewed without opening the individual Note details window. Within the Note details widow, the user can populate the note text with advanced record keeping and internal organizations/clarification. Notes are an excellent place for archival record keeping, including member communication. Notes also appear in the system report, titled “Briefing Book.” It’s easy to add multiple people to a single/multiple note through the linking feature (i.e. four people meeting with the same legislator). Essentially, more information can be stored at the individual level utilizing notes. There are a few of your existing categories that may be better stored as notes including: member invoices, Christmas cards, letters.

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Article ID: 198
Last updated: 11 Jun, 2009
Revision: 1
Views: 517
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