On the student’s contact record, hover over the Advising Link at the top.
Always create a new meeting note instead of editing an old one. Press the New Advising button and select the Meeting Notes/Log record type and click Continue:
You should now be in the Edit screen:
Type your notes into the text area.
Once you are finished, select the Save button, located at the top or bottom of the screen. Additional Tip: To review existing meeting notes, hovering over the Advising link at the top. There is a second Advising link at the top with (Meeting Note/Log) that is for viewing just meeting notes.