Waiting List Notes

Notes can be added to a specific household within their waiting list details. These will appear in the master roster of notes as well as in the specified waiting list detail.

Step-by-Step Guide to Adding a Waiting List Note:

1. Navigate to the household you wish to create a note for.
2. Open the Waiting List tab.
3. Click the Waiting List you wish to leave a note pertaining to (if they are on more than one):
   
4. Click the “+” icon on the far right edge of the notes widget. (The notes widget is located beneath the waiting list detail box):
   
5. The waiting list note category will automatically be selected so all that’s left will be to fill out the body, or message, of the note.
6. Click “Save”:
   
7. Success! A new waiting list note has been added for this household’s waiting list details. Since you added the note from the Wait List itself – the note will be prefixed with the name of the Wait List: