TCM1000066 - How to make a note of a 1st specified date in household notes
Step 1
In function ‘Household’
- select ‘Maintain Notes’
- enter the customers NINO
- select ‘All’
- select ‘OK’
- select the relevant period you are looking at
- select ‘OK’
- you will be taken to the ‘Maintain Household Notes’ screen
- select ‘Add Note’
then
- select ‘Payments’ from the category field
- enter the 1s t specified date, your initials and your team
- select ‘OK’ and you will be taken back to the ‘Maintain Household Notes’ screen
- select ‘OK’
- return to the guidance you were following