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Participant Profile - Notes Tab

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Participant Profile - Notes Tab

 

  1. Notes on Contact List
  2. Notes Tab
  3. Notes Overview

 

 

1. Notes on Contact List

The numbered items in Image 1 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

 

Image 1: Notes on Contact List
 
screenshot_-_contact_list__NOTES_filter.png
 
 

 

  1. Notes: Click on one of these "Notes" links to view them on the participant profile. This link opens a new tab, which brings you to the participant's profile; notes tab.

 

 

2. Notes Tab

The numbered items in Image 2 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

 

Image 2: Notes Tab
 
screenshot_-_notes_tab.png
 
 

 

  1. Notes Tab: Once you are on your participant's profile, select the "Notes" tab.

 

 

3. Notes Overview

The numbered items in Image 3 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

 

Image 3: Notes Overview
 
screenshot_-_notes.png
 

 

  1. Editing Tools: 

    * bold_icon.png : Bold text; can be selected before, during, or after note has been typed.

    * italics_icon.png : Italicized text; can be selected before, during, or after note has been typed.

    * strikethrough_icon.png : Strikethrough; can be selected before, during, or after note has been typed.

    * links_icon.png : Asks you to enter a URL; adds a link to the note.

    * makes_text_big_icon.png : Makes text either big or small; can be selected before, during, or after note has been typed.

    * block_quote_icon.png : Block quote

    * code_snipet_icon.png : Code snippet

    * bullet_point_and_numbered_list_icon.png : Bullet point list; numbered list. Can be selected before, during, or after note has been typed.

    * decrease_increase_level_icons.png : Indent out outdent. These actions are only available with a numbered list and/or a bullet point list.

  2. Back/Forward Arrows: Select to undo an action, or to bring back an action that has been undone; e.g., a word that has been deleted.
  3. Text Field: Enter note content.
  4. Save Content: Save note.
  5. Add Comment: Comments field, notes can have multiple comments from Mosio users.