Notes can be added to a contact in Clubworx for historical documentation, or in cases where there's information about a member that you need to keep in mind long term. It is different to a flag as it does not show up in kiosk or roll call.
To add a note to your contact in Clubworx, head to their contact profile then click on the Notes tab. Pressing Add Note will allow you to add a new note. You can use the pencil button to edit a note, or the trash icon to delete a note:
After you add your Subject (heading - optional), Body (the contents of the note), and tags (to aid in searching for similar notes - optional) click Submit Note to save the note to the contact's profile:
You can search for notes in the Notes tab of the contact profile or through tags:
Additionally, if you head to Reports then the Contact Tab you will find the Contact Notes report:
This allows you to search notes by the date added, contact name, content, the user who added the note, or by tag in a system-wide search. You will have access to the trash icon so that you can delete notes from this page as well:
For any further questions or queries, please don't hesitate to contact support via firstname.lastname@example.org