Adding and Editing Tapper Notes Follow
Add notes to Tappers to keep track of conversations and other things you want to reference. You can add multiple notes to each Tapper. The number of notes associated with a specific app user is notated as a number next to the Note icon in the "Note" column of your Tapper list or at the bottom of the Tapper's profile in TappTracker.
Managing Notes in TappTracker
Navigate to the 'Tappers' tab of TappTracker and select the app user you want to maintenance
Scroll to the bottom of the Tapper's profile and click the "[Name]'s Notes" button
Click "Edit Note" to adjust an existing note or "Add New Note" to add new information
Click in the text box to type a new note or adjust an existing note and then click "Save"
Managing Notes in the Desktop Dashboard
Navigate to the 'Tappers' tab of the desktop dashboard and click the Note icon next to the app user you want to maintenance
- The "New" button to add a new note, type your note, and click "Create",
- The trash icon to delete a note
- Any existing notes to make edits, then click "Save".
Tappers can each have an unlimited number of notes. Click the "Note" column header to sort by the number of notes associated with an app user.