How to Add/Remove a Note Requirement for Tracking Items

Tracking items can be configured to require a "note" that prompts a team member to enter additional information for that item when logging it on their dashboard. This feature is recommended when you have tracking items linked to activity bonuses, when you want TM's to document specific info, or if you want to enable the Reminders feature for that tracking item.

To add or remove a note requirement for a specific tracking item, please follow these steps:

1. Go to Agency Set Up
2. Click on Step 2: Management Options
3. Scroll down until you see Agency Tracking > Tracking Items
4. If the tracking item has not yet been created, follow the steps provided HERE and then continue to the next step
5. On the left side, click the edit icon of the tracking item you wish to add a note
6.  Click the box next to "Require a Note" to enable this setting and click Save
7. To remove a note requirement for a tracking item, follow steps 1-4, uncheck the "Require a Note" setting, and click Save. 

PLEASE NOTE: Removing a note requirement will also delete all notes entered for that specific tracking item. To restore notes that were deleted by removing the note requirement, simply add the note requirement back to the tracking item they were previously attached. 

To view all notes entered, follow these steps:

1. Click on My Dashboard
2. Locate your Activity Goals widget and click on View Activity Details
3. On the next window, you can filter which notes you wish to view by the entire Agency or a specific team member. You can also select to view all tracking items or just one, as well as select a specific date or date range. You can also export the selected criteria to a PDF or Excel file, if desired.

If you have any remaining questions after reviewing our Help Articles, please send an email to [e-mail]. Please be descriptive and include as much info as possible in order to expedite a resolution. You may also visit the Support tab, located at the top of the page, for additional helpful resources!