How many times have you wanted the ability to recall the highlights of your last conversation with a member? Wouldn’t it be refreshing to enter and track important details within each member profile so that outreach is better informed? You told us it would; and we agree! With the new profile notes feature, you can easily track conversations, call histories, event concessions, special occasions, etc., so your staff and product admins are on the same page regarding your members.
Here are some awesome things you can expect with profile notes:
- Notes are automatically stamped with the date, time and author, saving you time and hassle.
- Edit and delete functions allow easy note management.
- In-profile notifications give you an at-a-glance view of how many notes exist before even having to click the profile’s Notes tab.
Below is an example of what you can expect. We hope you enjoy! Questions? Let us know by emailing firstname.lastname@example.org.
NEW NOTES TAB
EASY TO READ AND MANAGE NOTES IN EACH PROFILE
SPECIAL NOTE: Something we did not tackle this time around is exporting profile notes. Through chats with customers, we discovered that the main use of profile notes is to take and view notes about particular members. In some instances, it may be nice to export those results, but we aren’t 100% settled on the “Why” behind that enhancement. But we’d like to be! If you’d like to share details of how your association would use exports on profile notes, please submit feedback in the product by clicking the Submit Your Feedback button in any profile’s note tab.