Notes Add a note Open the member’s profile. Go to the Notes tab. Click New Note. Enter a Title, such as “Medical” or “Billing arrangement”. Enter the Note with the details you want to remember. Click New Note to save. Both the title and the note body are required. You’ll see a validation error if either is left empty. After saving, you’re taken to the note’s detail page. You can return to the member’s profile at any time.
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