Profile notes let you track conversations, call histories, event concessions, special occasions, and more.
On this page
Adding profile notes
Go to a member's profile in your admin dashboard. If the member already has notes, the number of notes appears above their profile picture. Select Profile Notes to open the notes tab.
In the Notes tab, review all notes added to the profile by you and other admins. Notes are automatically stamped with the date, time, and author. Under the Actions column, select Edit or Delete.
Note: Only the author of a note can access the EDIT and DELETE buttons for that note.
Exporting profile notes
- In your administrator account, go to the Profile List.
- Tag the profiles you want to export, then select Export Profiles in the Actions dropdown menu.
- In the Export Profiles pop-up window, select the attributes to export.
- Enter a name in the Export Name field, select the Include profile notes in the export checkbox, then select EXPORT.
- Go to Reporting > Exports to download your export file.