Make a note

Modified on Fri, 30 Dec 2022 at 09:06 AM

Creating a note can be done by clicking on this button in the inbox/contact log (see image).         

With this function it is possible to record notes in a file of a participant. For example, a telephone call or other relevant information. While capturing a note, a category can be chosen. The date of ''today'' is automatically linked to the note, but you can also choose to choose a date in the past. 

           

 

Please note! Note categories are created by your organization. If you are missing a category, please contact the administrator of Your Research within your organization.


 


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