Initial Setup

Quick List label

The QuickList is located in the upper left hand corner of the screen beneath the contacts search box. These quicklists can be assigned different names to assist in organizing contacts.

Editing

To assign names to these quick lists, go into Settings and click QuickList Labels and type the name to display in the blank box provided next to each label number.

Vocabulary

Some vocabulary changes can be made in BestNotes to fit the needs of your program.

Here is a list of fields that can be changed:

Contact demographics
Student
Group
Lives with
Provider 1
Provider 2
Provider 3
Provider 4
School
Grade
SSN
Phone
Mail Label
Website
DOA
DOD
Legal Custody

Academics
Set
Effort
Participation
Behavior

Other areas that can be customized are:

Referral category - the list of referral sources that your company uses can be added here.
Inactive reason - the list of inactive reasons your company would like to track can be added here.
Location - in Academics the location of your classes can be added to the dropdown.
Grade types - in Academics they types of grades you give such as homework, quiz, test etc.