Notes for a Resident

To export (to save or print) all Notes for a resident

1. Go to the Residents page
2. Search for the Resident you want. 
3. On the Resident detail page, click the Activity tab (if it's not already open)
4. Select which types of Notes you want
5. Press Ctrl-A. This will select all text on your screen.
6. Open Word or a Google Doc (or similar)
7. Paste the text into the Word or Google Doc.
8. You can now print the Notes to paper, or save them as a PDF.
   

To export (to save or print) the 3 most recent Balance Notes and Bucket Notes for a Resident

1. Go the AR Aging
2. If you need, filter the AR Aging to get the data you want
3. Click Export, and choose as Excel or CSV
4. Wait a few minutes to generate
5. The downloaded file will contain the 3 most recent Notes associated with each Balance on the Aging.  It will include the note text, the author, and when it was written.
   1. The Excel file is sortable and searchable by any of the above fields.
   2. The file only contains Balance Notes and Bucket Notes.  It does not contain other Note types, like Resident Notes (associated at the Resident level), or Task Notes.