Biographical Notes Manager

The Notes Manager displays a list of all notes attached to Households and Organizations, People and Couples, added through the Notes tab of the Biographical screen.

Note that the Notes Manager does not include notes added to the Household or Organization Profile or to the People and Couple entry screen.

Use the filter at the top of the screen to select the notes to include, based on the entry or modified date of the note, the person who added or modified the note, or the contents of the note itself.

The Notes Manager includes the following buttons:

  1. Add - to add a new note.
  2. Edit - to make changes to the selected note.
  3. Delete - to delete selected notes. This deletes all notes with a check in the check box next to the note.
    1. WARNING: Once you have deleted notes using the Delete button, you cannot recover them. Make sure you have selected the correct notes to delete.