Participant Profile - Notes Tab
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Participant Profile - Notes Tab
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.
- 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.
- 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.
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Editing Tools:
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: Bold text; can be selected before, during, or after note has been typed.
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: Italicized text; can be selected before, during, or after note has been typed.
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: Strikethrough; can be selected before, during, or after note has been typed.
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: Asks you to enter a URL; adds a link to the note.
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: Makes text either big or small; can be selected before, during, or after note has been typed.
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: Block quote
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: Code snippet
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: Bullet point list; numbered list. Can be selected before, during, or after note has been typed.
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: Indent out outdent. These actions are only available with a numbered list and/or a bullet point list.
- 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.
- Text Field: Enter note content.
- Save Content: Save note.
- Add Comment: Comments field, notes can have multiple comments from Mosio users.