With the Notes feature in Unicity Office, you can easily write notes regarding your Members and Partners. Say goodbye to the hassle of carrying around a physical notebook or keeping notes in a separate app. Now, write down essential details about your Members and Partners directly from the Member and Partner profile.
How to add a note
1. Navigate to the desired Member or Partner profile to add a note.
2. At the bottom of the profile window, you will see the Notes space. Click or tap “Add +” to begin adding a note. Each note has a limit of 500 characters.
3. Once you have input the text for your note, click or tap “Add note” to save your note.
Now you can always refer back to your notes on the profile of that Member or Partner.
How to edit or remove a note
1. On the Member or Partner profile, find the note that you would like to edit. Click or Tap the 3 stacked dots to open the options for that note. You can find the 3 stacked dots icon at the top/right corner of the note.
2. To edit the note, tap “Edit note”. You can then make any changes you need. To save your changes, make sure to click or tap “Save note”.
3. To remove a note, after clicking on the 3 stacked dots, choose “Remove note” from the menu to delete the note from the profile.
The Notes feature in Office will allow you to keep your notes organized and easily accessible, resulting in less time spent managing notes and more time focusing on what you do best – nurturing your organization and growing your business.