Notes Child Form

Modules>CRM>Households>List Household>Household Profile

The notes child form is located under the Corresondence tab on the Household Profile and displays a list of notes that have been entered pertaining to the household.

Notes Child Form Information

The notes child form displays a list of all notes pertaining to the household. This child form displays the following data columns:

Column	Description
Note	This column displays the note that has been entered for the household.
Date	This column displays the date the note was entered for the household.
User	This column displays the NetForum user that entered the note for the household.
Security	This column displays the level of security the note has.
Priority	This column displays the priority that was assigned to the note.

 

Child Form Icons

Use the following icons to work with child forms. Not every form will have all of the icons listed.

Icons		Actions
Classic UI	Current UI
		expand/close icon to expand or close a child form.
		goto record icon to view that record's profile page.
		add icon to add a new record to the child form.
		edit icon to edit a record on the child form.
		delete icon to delete a record on the child form.
		grandchild form icon to expand or close a grandchild form.
		new window icon to open a child form in a new window.
		more info icon to see more information about the a record on the child form.
		linked headings to sort the records.
		refresh the data in the form.
		export the data to a quick report for download.