Summary

The Employee Notes tab on the Animal and Owner Profiles lets staff leave internal notes and updates about an animal or owner. Employee Notes are private to your business. Pet parents cannot see them.

Tip: Hover over the pencil icon to see when the note was created or edited.

Steps

1. Go to an Animal or Owner Profile.
2. Select the Employee Notes tab.
3. Select Create Note.

   

4. Choose the Note Type from the drop-down.

   

5. Enter the note and format it as needed.

   Tip: You can insert images into the body of the note.

6. Select Save.

Gingr assigns each new note to your current location. It shows the location, note type, author, and date.

Good to Know

• Use the Location filter drop-down on the Employee Notes tab to view notes from one or more locations.
• The default filter is All Locations. Select No Location to see older notes created before location tracking began.
• Users can view all notes. Users can only create and edit notes at their allowed locations.

Related Articles

• Employee Notes Topic Outline
• Create Note Types How-To
• Show Employee Notes on Run Cards How-To