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 1^s 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