Within a household account, both account notes and member notes can be added on the management side by editing the account info or member info. These notes appear only on the management side and are not visible to the public user.

Account Notes

1. Search and select the household account
2. Click into the household account
3. Click Edit Account

4. Scroll down to the bottom of the page to the Administrative Account Notes field
5. Add your account notes
6. Click Submit

The note will now appear on the top of the account page on the management side until the note is manually removed.

Member Notes

1. Within a household account, click the member's name
2. Click Edit Member

3. Scroll down to Administrative Member Notes, enter the note, and click Submit

The note will now appear on the top of the member page on the management side, along with any account notes, until the note is manually removed.