Create a note type

Create note type

  • Log in to Altru
  • Click on “Administration”.
  • Click on “Code Tables”.
  • Click on “Filters”.
  • Click the drop-down next to “Category”.
  • Select “Membership”.
  • Click on the “Apply” button.
  • Click on “Membership Note Type”.
  • Click on “Add”.
  • Enter the note name in the “Description” of membership card download.
  • Click on “Ok”.
article

This note type is added every time a membership card is downloaded to the membership record.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.