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Learn how to record additional information against a Course Template in a Note.

This step will take you through adding a Note to a Course Template

1. From the Main Navigation Menu go to Course Templates Open the ‘Course Templates’ DataGrid from your main navigation menu on the left

   

2. Find the Course Template that you would like to add a Note to by applying filters and/or searching the Course Template DataGrid

   

3. Once you have found your Course Template, right-click on it to view the context menu options for this Course Template, select the ‘Notes’ option

   

4. This will open the ‘Notes’ DataGrid

   

5. Click the ‘Add Note’ button

   

    

6. This will open the ‘Add Note’ pop up box

   

7. In the ‘Details’ section, double check that the Course Template showing is the course you wish to map the Note to

   

   If this is incorrect, use the ‘Select’ button to select the correct Course Template from the options available
   

8. Under the ‘Notes’ section, you will see there is a drop down for Note Type, here you can choose what the note relates to such as Booking Adjustment, Payment, Quick Note etc,.

   

    

Please Note
You can add your own Note Type options in custom list items which can be found under Profile > Administration > Custom List Items

9. Add your note into the ‘Note’ section

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10. Once the form has been filled in, click the ‘Save & Close’ button

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11. Your note has now been added to your Course Template

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