How do I create a new Interaction/Note?

Interactions/Notes enable you to add user stamped and date stamped information against people records

1. To create a new Interaction/Note navigate to the People section.
2. Select a user you wish to add the Interaction/Note and select Edit
3. Once in the users profile you can now select the Interaction/Note Tab
4. Click Add New Interaction/Note  
5. A popup will appear for you to fill in the relevant information
6. You can record the type of contact ie. call or meeting along with a flag to mark certain notes  
   1. Type of Contacts -
      1. Call
      2. Email
      3. Meeting
      4. Message
      5. Other
      6. Referral
   2. Flags -
      1. Concern
      2. Incident
      3. Safeguarding
   3. Labels are defined by an Admin and allow you to adapt each Interactions/Notes to be marked with specific criteria defined by your group. For more information on labels - click here
   4. Confidential On/Off
   5. Confidential Notes are highlighted red.

Once created, the Interaction/Note will appear the user record

Notes can be filtered within a persons record by any of the above information using "Show filters" eg - 

1. 1. Notes marked as Call in Type of Contact
   2. Notes created by Tim
   3. Where the note contains specific text