Overview

This article explains how to add / edit a note about a parent or contact. Notes help you keep track of important contact-related details, including, but not limited to, the best time to get in touch with the parent / contact, summaries of any emails, calls or meetings, Parents' Evening notes, or any follow-up actions. They help you to stay on top of any interactions you or colleagues have with parents / contacts and understand their needs better.

Notes are added from within a contact's record. Contact records can be accessed through the pupil record (see MIS: How do I view a pupil's contacts?) or from All Contacts (see MIS: How do I view a list of all pupil contacts?). 

Instructions

Open a contact's notes

From within Juniper MIS:

1. Locate the contact record through the relevant Pupil record (see MIS: How do I view a pupil's contacts?) or from All Contacts (see MIS: How do I view a list of all pupil contacts?).
2. Select Contact Name to open the contact record.
3. Select the Notes tab:
   

Add / edit a note

Follow these steps to create /change a note:

1. Select Create to add a new note. To edit an existing note, select the note from the Notes list, then select Edit.
   
2. From Create Note:
   
   1. Optionally, select a one or more pupils / staff / additional contacts as appropriate (the note will be attached to their records).
   2. Add / edit a Subject.
   3. Select a Category from those available to you.
   4. Enter / edit your note in the Description.
   5. Select Save.

Outcome

The note is saved, and listed in the contact's Notes list:

Related information

• MIS: How do I view a pupil's contacts?
• MIS: How do I view a list of all pupil contacts?
• MIS: How do I add a Note Category?

Updated 30 September 2025 15:35