What is it?
Profile Notes are where you can easily track conversations, call histories, event concessions, special occasions, etc., so your staff and admins are on the same page regarding your members.
How to Access
Navigate to the interior of any user's Profile, and you're basically there!
If a user already has Notes within their Profile, you'll see the number of available notes in the top-right of the left-side section. Clicking on "Profile Notes" will bring you to the Notes tab.
Within the Notes tab itself, you'll be able to keep up with all notes added to a profile by yourself and other admins. A few quick tips about Notes:
- Notes are automatically stamped with the Date, Time and Author
- Edit and Delete functions allow easy note management.
NOTE: Edit/Delete apply only to the author, not to any Admin.