Create a note on someone's profile about a prayer request, a need, or a meeting you had with them. Add note categories to keep your notes clean, and choose who can view those notes. You can reference notes on a person's profile and also from the Profile notes tab of the Dashboards page.
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While viewing a person's profile, select the Notes tab.
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Select the Add a note or New note button.
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Choose a Category that you'd like to put the note in.
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Choose a Date for the note.
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Enter the note's content.
Notes appear in chronological order and show the date they were added and the person who created them. They can be searched and exported from the Profile Notes tab of the Dashboards page. Notes can be deleted by the person who created them.
Important
You must be a People manager to create a new note category.
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Select Dashboards from the top of the page.
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Select the Profile notes tab.
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Select the All Categories button.
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Select Manage note categories from the dropdown menu.
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Select the New Note Category button.
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Enter the new category's name in the popup menu.
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Select Create category to save the new note category.
Important
You must be a People manager and have permissions in a category to edit that category's settings.
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Select Dashboards from the top of the page.
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Select the Profile notes tab.
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Select the All categories button.
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Select the Manage note categories button from the dropdown menu.
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Select the note category from the sidebar to access that category's settings.
From this settings page, you can use the Notifications section to add anyone who should receive a daily digest email with all the notes added to this category the previous day.
You can also use the Collaborators section to edit which people or permissions can view or create notes. (All general notes are visible to viewers and above.)
Every category must have one person or group with 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.
To remove a category entirely, select the Delete category button.