How can I keep track of my own comments about a program?

Tier: Basic, Professional, Enterprise 

Overview

While logged in on findhelp.org or your branded site, you may want to keep notes to provide you or your team with additional details about the programs you are working with. Notes are visible to their creators and  if team sharing is enabled on your site, there is an option to share notes with your team members as well..

Notes

Each Program Card contains a Notes button that allows you to leave comments or important information for yourself or others on your team.

To access existing notes or to leave a new note:

1. Log in to your account.

2. Select the Notes button on the Program Card.

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3. In the drop down below the Program Card, add the note you wish to leave about the program. You can give the program a star rating and type out a message in the text box. 

There are sharing options located below the text box. The automatic setting is Save as a note for myself.  The alternative option is to select Share with and select the team you wish to share your note with. By selecting this option, each member of the team you select can see the star rating and note you left about the program.

4. Click Save Note to finalize.

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