Notes and History

Full Page Notes

Use a full page note for storing a lot of information against the contact. You could see and edit it on its own screen. This is neater than seeing it amongst other notes for the contact.

An example be health testing where you keep multiple metrics. A health test note would open to its own screen and display all the fields measured such as height, weight, blood pressure blood sugar and BMI.

Another example would be a survey or questionnaire with even more fields. The note would open to its own screen. Multiple tabs of information would be available to click through.

These surveys or questionnaires can be used for monitoring and evaluation (M&E). See impact analysis.

Some notes are less complicated and require an inline note.