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How to Create and Download Internal Notes

Enter messages that can only be viewed by Admin users on Accounts or Enrollee pages

Written by Serena Edwards
Updated this week

There are several places in Enrollsy where you can add internal notes that Admin users and Instructors can view.

Accounts Page

On an Account Holder's Account page, there is a place for internal notes. When you enter a note in this space, be sure you hit the "Save" button to save the message.

Any notes entered in the Account section can be viewed on the Enrollees Table under "Accounts." The Account notes can be downloaded on this page. Select the Accounts on the left-side then click the download icon.

Enrollee Page

On an Enrollee's page, there is a place for internal notes. When you enter a note in this space, be sure you hit the "Save" button to save the message.

Any notes entered in the Account section can be viewed on the Enrollees Table under "Enrollees" (or whatever you have called "Enrollees"). The Enrollee notes can be downloaded on this page. Select the Enrollees on the left-side then click the download icon.

Billing Page

On the Account Billing page, only Admin users can enter and view internal billing notes. Be sure to click "Save" to save the message.

At this time, the internal billing notes cannot be viewed on the Enrollees Table. However, they can be viewed and printed or downloaded on the People page, which is in beta. If your company doesn't have access to this page, chat in and request access to this page.

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