User Notes allows Admins to share information about a user with the rest admin.. This allows all members of the team to be up to date on the needs and of their users.
Go to People > Click User Note > Click New
Give this note a Subject and select to which user this note is attached. Assign this note a Status, Review Date, and a note Version.
Lastly, type the note within the text box.
Keeping the information up to date in this window ensures that the admin team has an accurate log on user interaction.
User Notes are also created through the User Manager.
Go to People > Click User Manager > under the desired User, click Add a Note.
The Admin is redirected to the note creator. The User field is auto-filled with the selected user from the previous page.
Fill out the required fields. Click Save.