Prospect Notes

Create notes for a prospect. These can be used to help track recruiting efforts

To add a note:

  1. Open the Prospect Notes form by clicking Admissions >Prospects>Prospect Notes.
  2. Right-click in the Prospect Notes data grid to access the Prospect Note Entry form.
  3. If the date of the note is different than the default of today's date, then type or select from the calendar the appropriate date.
  4. Enter details of note and click Add to save entry or Cancel to exit without saving.

To delete a note:

  1. Open the Prospect Notes form by clicking Admissions >Prospects>Prospect Notes.
  2. Highlight the note you wish to remove and then click Delete.