Sticky Notes

Sticky notes allow you to notify users of an account's important information when the account record opens. For example, you can add a sticky note to inform users a constituent does not want to be contacted after 7PM. The information automatically displays each time the record opens to alert and remind users not to call the individual after 7PM.

Note: You can only create sticky notes for the primary persona type.

• To create a sticky note for a primary persona, click Personas. When the personas page appears, in the Note field, enter the information for the sticky note. In the Sticky Note Type field, select a category. To save the note, click Save And. The note appears in the upper right corner of every page for the account.

• To create a sticky note when you create an account, from Accounts, Add an Account, select the type of sticky note to use under Persona.

Tip: Your System Administrator configures the available sticky note categories and colors. To hide a sticky note for the duration of your eTapestry session, double click it. When you do this, other users continue to view the note. To delete a sticky note, in the Sticky Note Type field, select "None" and click Save And. The information in the Note field remains, but the note no longer appears as an alert.