Adding Notes Columns to Plans
This lesson shows you how to add notes as a column to your plan.
To add a note category, click on the pencil icon that appears when you hover over an item
Hover your mouse over the Item Notes area and click on the gear icon
Click Add New Category.
Add the name of your note cateogory, then click Accpet.
If you would like this note category to always show up when you are editing an item, make it Sticky by checking the box. If you uncheck that box, it won't show up when editing that item, and you would need to come back here and check the box for it to show up.
This is especially helpful if a category you have is only for special services, or Christmas, Easter, or something similar to that.
To have your item note categories display in a plan, hover over the icon, then check the boxes accordingly.
