Understanding Public and Private Notes

Kyle Avila -

 

Understanding Public and Private Notes

 

The guest history record includes sections for adding both private and public notes. Private notes are meant to be shared internally, between employees, whereas public notes can be included on reports and/or guest correspondence. Use the following steps to add or edit guest history notes:

  1. Click the People link on the Quick Navigation Pane.

 

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  1. Enter search criteria and then left-click the appropriate guest.

 

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3.Under the Notes & Details section, there are two fields, Public and Private.

 

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4.Click into one of the notes fields and then type the note. To save the note, click the green checkmark button.

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