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Notes

Learn about what Notes are and how they work here.

Written by Maahi Islam
Updated over 2 weeks ago

Notes allow Administrators to leave comments on users, Jobs and Lessons. They are only viewable by Administrators with the correct permissions (View Operations), and cannot be viewed by any user that's not an Administrator.

Notes about a user cannot be viewed by that user.

Notes about a Lesson cannot be viewed by any Client/Student/Tutor attached to that Lesson - it is purely for the reference of Administrators.

An example of a Job page, with the Notes panel highlighted.

Viewing your Notes in one place

All Notes left by Administrators can be found via People > Notes. This page allows you to filter out your Notes via the Filter button - selecting this will open the Filter Notes panel, where you can apply various filters to the Notes list, such as when it was created, who created it, who/what it was attributed to and the text within the Note.

Adjusting the formatting/styling of a Note

Notes can be edited in HTML Markdown - read more about that here.

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