On this page
Overview
With profile notes, you can easily track conversations, call histories, event concessions, special occasions, and more.
To add profile notes
Navigate to a member's profile in your admin dashboard. If the member already has notes in their profile, you'll see the number of available notes above their profile picture. Click Profile Notes to navigate to the notes tab.
In the Notes tab, you can keep up with all notes added to a profile by yourself and other admins.
Notes are automatically stamped with the date, time, and author. Under the Actions column, you can Edit or Delete the note.
Only the author of a note can access the EDIT and DELETE button for that note.
To export profile notes
1. In your administrator account, navigate to the Profile List.
2. Tag the profiles you would like to export. Then, in the Actions dropdown menu, select Export Profiles.
3. In the Export Profiles pop-up window, select which attributes you would like to export.
4. In the Export Name field, add a name for your export. Then, check the Include profile notes in the export box. Click EXPORT when you're ready.
5. From the main navigation menu, go to Reporting > Exports to download your export file.