Adding Notes to a Household Record

Notes are also able to be entered on a household record. To do so, follow these steps:

  1. Perform People Search for individual
  2. Click action gear to right of name
  3. Select View household
  4. Click the plus Note button
  5. Select Household or the individual under Who is the note for
  6. Type note
  7. Select Note Type
  8. Click Save this note

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