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One or more notes in Collaborate?

W Andrews
W Andrews ✭✭✭
November 27, 2023 edited September 26, 2024 in Family Tree

In person, under collaborate; notes, can you have more than one note?

If so, it does not work. I tried to add a second note and it would not keep it.

If there can only be one note, then please remove the "+ ADD NOTE" when there is already a note, as that would imply I can add another note.

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Answers

  • Áine.ní.Donnghaile
    Áine.ní.Donnghaile ✭✭✭✭✭
    November 27, 2023

    It's possible to leave multiple Notes; only one note can be designated an "Alert Note."

    2
  • Alan E. Brown
    Alan E. Brown admin
    November 27, 2023 edited November 27, 2023

    If you try to add an Alert Note when the person already has one, you'll see an error message like this:

    image.png

    If that happens, you can simply uncheck the Alert Note checkbox and then you should be able to save your note.

    If a person already has an Alert Note and you want to add additional information, then instead of adding a new Alert Note, edit the existing one and add your information (probably in a new paragraph) to that note and save it.

    0
  • Chas Howell
    Chas Howell ✭✭✭✭✭
    November 27, 2023

    When I add an Alert note I usually title it Alert Note. Then I can put in multiple unrelated issues in the one Alert note that is available and others can later add some other alert type issue. I would not normally un-check someone else's Alert, I would just add to it and maybe change the note title.

    1
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