Adding Comments to a Member Account

365 Cannabis does provide an option for adding comments to a client card Follow the instructions here to add comments to a specific member’s account.

Prerequisites:

Search for a member

1. With the customer/member populated in the POS transaction, select Patient History.
   
   

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2. Choose New Comment to add a comment onto the Customer/Member.
   
   

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3. This will bring up an on-screen keyboard.  Enter the comment you want to add.
   
   

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4. Press Enter when done.

5. This will bring up the comment screen, showing the comment you just added with the date.

6. Press Close to get back to the customer/member history.
   
   

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7. Press Ok to close the customer/member details.