Profile notes

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.

Create a note

1. While viewing a person's profile, select the Notes tab.

2. Select the Add a note or New note button.

3. Select a Category for the note.

4. Choose a Date for the note.

5. Enter the note's content.

Notes appear chronologically 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 or anyone with Manage permissions in that category.

Create a new note category

Important

You must be a People manager to create a new note category.

1. Choose Dashboards from the top navigation.

2. Select the Profile notes tab.

3. Select Manage note categories from the Note category dropdown menu on the left.

4. Select the New note category button.

5. Enter the new category's name in the popup menu.

6. Select Create category to save the new note category.

Edit note category settings

Any People administrator can receive Manage access to any custom category. With this access, they can fully manage the category, including changing the name, adding and removing collaborators, and updating notifications.

1. Select Dashboards from the top of the page.

2. Select the Profile notes tab.

3. Select Manage note categories from the Note category dropdown menu on the left.

4. 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.

Use the Collaborators section to edit who has access to the category and their level of access.

• View only can view all notes in a category.

• View/Create can view all notes in a category and create new notes; can edit their own notes.

• Manage can edit or delete the category and add or delete notes in the category; can edit their own notes.

Every category must have one person or permission group with Manage access. By default, managers have that access. You can change that by adding another person or permission group with Manage access and removing All managers.

To remove a category and permanently delete its notes, select the Delete category button in the bottom right. Notes from deleted categories cannot be recovered.