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Notes

Notes are miscellaneous memos that can be attached to Person or Family records. Use them to record pastoral visits, prayer requests, important conversations, or any other relevant information.

Note Privacy​

TypeWho Can See
PublicAll users with Notes permission
PrivateOnly the user who created the note

Tip: Use private notes for sensitive pastoral information that shouldn't be shared with all staff members.

Viewing Notes​

  1. Open the Person or Family record
  2. Scroll to the Notes section at the bottom
  3. Notes are displayed in reverse chronological order (newest first)

Adding a Note​

  1. Open the Person or Family record
  2. In the Notes section, click Add a Note to this Record
  3. Enter your note text (no length limit)
  4. Check Private if only you should see this note
  5. Click Save

Editing a Note​

  1. Find the note in the Notes section
  2. Click Edit this Note
  3. Make your changes
  4. Click Save

Tip: To make a private note public, edit it and uncheck the Private checkbox.

Deleting a Note​

  1. Find the note in the Notes section
  2. Click Delete this Note
  3. Confirm the deletion

Warning: Deleted notes cannot be recovered.