Add a Note

This article shares how to add or view notes associated with your members.

How to Add a Note in Your Member Library: Step-by-Step Instructions

1. Login to PARTNER CPRM and open your ecosystem.

2. On the lefthand side of the screen, click "Members" within the ecosystem navigation menu to open your ecosystem member library.

3. Within your member library, click the member you want to associate with a new note.

4. Within their Member Card, click the "Notes" section on the top right.

5. In this panel you can view all your notes, sort them by date or content, and create new notes.

6. To add a note, click the 'add' icon on the right.

7. In the window that opens, add your new note.

8. Use the font formatting tools to change font size, underline or bold text, use custom colors, etc.

9. Click "OK" when finished to add the note.

WARNING: Notes cannot be edited currently. Double check your note before you click save or you may need to delete it and create another.

Return to your notes screen. You should see your new network member note.

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