Add a note on someone's profile about a prayer request, a need, or a meeting you had with them. Add categories to keep your notes clean, and choose who can view those notes. You can reference notes on a person's profile and from the Profile notes tab.
Add a note from the Notes tab on a person's profile.
Choose the category to put the note in and enter the note's content. Once you've added the note to a profile, you can see the date and person who added it. The person who created the note can also edit it.
Tip
If someone has multiple notes, filter by choosing a category from the All Categories dropdown.
From the Notes tab, click Manage Note Categories from the All Categories dropdown.
Important
You will only see a category if you are a People Manager and have permissions in that category.
Click New Note Category to add a new category, or select one of the categories to manage who can see notes in those categories.
Notice
All General notes are visible to Viewers and above.
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Allow the notes to be viewed and/or created by certain people or permissions.
Tip
Every category must have one person or group who has View/Create access. By default, managers have that access. You can change that by adding another person or group with View/Create access, and then remove All managers.
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Add anyone who should be notified when a new note is added.
Make notes in a note category visible to specific people by adding them in the Collaborators section and choosing their access.
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To remove the category entirely, select Delete Category.
