The Notes section allows Portal users to make specific notes related to the referral and displays these notes to all Portal users looking at the referral.
- Create: Click the “Add a Note” button to add a note to the referral. A pop up will display to create a note by typing a Subject, a Comment, and clicking “Submit”.
- Edit: Click the “Edit” hyperlink to edit a note. A pop up with existing note will display to allow the portal user to edit the note and click “Submit” to finish editing the note.
- Delete: Click the “Delete” hyperlink to delete a note. A confirmation pop up will display to confirm if you really want to delete the note.
- If there are no notes, the section will be empty.
Here’s where you can find the Notes on the Referral page.