The purpose of this document is to help you navigate the Notes Profile page and find the Notes tab
- From the landing page, search for the Person you wish to view (if you need tips, click here)
- From the end of the person's row, find the three-dot "hamburger menu" on the right.
- Your cursor should turn from an arrow to a pointing finger when you hover over the dots. When it shows the pointing finger, click your left mouse button to see the two options.
- Clicking See Person Detail will take you to the Classic Person Details page.
- Clicking See Person Profile will take you to the new Person Profile page
- Click See Person Profile to proceed.
- In the centre of the page, you will see three headings with Characteristics underlined to show this is the tab you are currently viewing
- Click on the Notes heading to view the person's history:
- The page will default to showing all your note categories, but you can filter this to minimise the number of notes you need to scroll through by, you can sort by category using the drop-down provided at the top left of the Notes page.
- Click the drop-down, then click on an option to filter the list of notes.
- At this time, notes cannot be added or deleted from this feature, even by users with access to do so.
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