TCM1000066 - How to make a note of a 1st specified date in household notes

Step 1

In function 鈥楬ousehold鈥�

  • select 鈥楳aintain Notes鈥�
  • enter the customers NINO
  • select 鈥楢ll鈥�
  • select 鈥極K鈥�
  • select the relevant period you are looking at
  • select 鈥極K鈥�
  • you will be taken to the 鈥楳aintain Household Notes鈥� screen
  • select 鈥楢dd Note鈥�

then

  • select 鈥楶ayments鈥� from the category field
  • enter the 1s听t specified date, your initials and your team
  • select 鈥極K鈥� and you will be taken back to the 鈥楳aintain Household Notes鈥� screen
  • select 鈥極K鈥�
  • return to the guidance you were following