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.