Horse notes can be added to keep track of work or issues occurring with the horse. From the views the notes can be exported to Excel, printed, sorted, filtered and searched on.
Horse notes can be added and viewed via
Add a horse note
On the views, select the Add Horse Note button.
On the individual horse Notes option, select Add+ from the table menu
When selected a modal will be displayed. Complete the following details
Date and time - defaults to today's date and 9am
Horse - select the horse (horse not needed if selected under the individual horse).
Type - select type of note. For Breeder Premium and Trainer Pro, work profiles will also be shown in the list of note types
Horse Update
Other
racing
Spelling
Temperature
Vet
Waste Feed
Weight
Enter the details for the Horse Note
Select Add Note to save
If the note is not displayed, select the Refresh button on the table menu.
View Horse notes under the individual horse
Select the horse then select the Notes tab. Date range defaults to last month. Select date range to view the notes
View All Horse notes
The notes for all horses can be viewed under Horses - View Notes
Default date range is the last week. Click in the date box to change the date. View will show
Date - date the note relates to
Horse - horse name
Type - type of note
Details - note details
Added By - person that added the note
