Adding Notes to a First Timer

Posted on 2022-09-13 Updated on 2024-02-24

The church has the capability to record individual notes for each visitor, creating a detailed log of interactions and communications. This feature is instrumental in personalizing follow-ups and understanding visitor needs more deeply. Here's how it works:

Inputting Notes: For any visitor, church staff can enter notes directly into their profile. This could range from details of a conversation to specific follow-up actions required.

Timestamps for Accountability: Upon entering a note, the system automatically captures and records the exact date and time of the entry. This timestamp is crucial for maintaining a chronological record of interactions and ensuring timely follow-ups.

Editing and Deletion Flexibility: The system is designed to be flexible, allowing church staff to edit or delete notes as needed. This feature ensures that visitor information remains accurate and up-to-date, reflecting the most current interactions.

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