Adding Notes to members

Posted on 2022-09-13 Updated on 2024-02-23

To Add a Note:


Access Member Profile: Navigate to the desired member's profile and select the "Add Note" tab. This action redirects you to the note-adding section.

Input Note: In the provided space, type in the note you wish to add about the member.

Save Note: Click the Add note to append the note to the member's profile. Added notes are not only saved in the church's administration portal but are also accessible to the member.

Each note is timestamped by the system, capturing the exact date and time it was added, ensuring a detailed historical record of interactions.

Editing and Deleting Notes:

Within the same section, the church has the flexibility to modify or remove notes as necessary. This allows for the updating of information or correction of any inaccuracies, maintaining a current and accurate account of member communications.

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