This article explains how to add an internal note to an account.
Internal notes help staff save important information about an account. Some notes are added automatically by the system. For example, the system may add notes for balance adjustments or flag changes.
Add an Account Note Instructions
Log in to Recreation Management.
Click Accounts. Enter a name, email address, or username in the search field, then click the Search button:
Note:
You can also search for a user in the Recently Viewed Accounts section:
Select a user from the search results:
Click on Add Note:
Complete the information fields:
Apply as Account Alert: Select this option to make the note an Account Alert. Account Alerts make important information easier to see during key workflows
Note:
Learn more about Account Alerts here.
Note: Enter the note you want staff to see on the account
Transaction ID: If needed, enter the related transaction number
Click the Save New Note button:
The note will appear on the account:
Edit an Account Note
Log in to Recreation Management.
Click Accounts. Enter a name, email address, or username in the search field, then click the Search button:
Note:
You can also search for a user in the Recently Viewed Accounts section:
Select a user from the search results:
Locate your note and click the pencil edit icon on the note you want to edit.
Edit the note fields as needed
Click the Save Note button
Delete an Account Note
Log in to Recreation Management.
Click Accounts. Enter a name, email address, or username in the search field, then click the Search button:
Note:
You can also search for a user in the Recently Viewed Accounts section:
Select a user from the search results:
Locate the note and click the X icon.
Click OK to confirm the deleted note.
