INTRODUCTION
Feature Summary: System users can add a note to a member's profile.
Use Cases: Create a digital record of important changes or information related to the member's profile or account. These notes are visible to system users and are not visible outside the member's profile page.
PREREQUISITES
The Membership tab is one part of a member profile. Click here to learn how to add a member.
SETUP REQUIREMENTS
Open a member profile (MEMBERS > SEARCH) and click the Notes tab.
Click the Create Note button, add information about the member's account, and then click Save.
