How to Create Internal Notes

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

Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

There are several places in Enrollsy where you can add internal notes that only Admin users 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."

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").

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