You can add notes and/or alerts to members profile on the members main profile page at the bottom right corner of the screen. In fact, you can add notes to almost every object on the system including Programs, Divisions, Classes, Transactions, GLs, etc. They are all on the same part of the screen.

As far as members go, click Add Note / Alert and then enter the details. High Priority alerts will show up when a member checks in, Low Priority will show up only when looking at the member's profile and Notes will only show up at the bottom when people are looking for them. You can always change the priority of a note/alert but you cannot edit the contents or delete them.

Title/Type: The category/subject of the Note/Alert (e.g. what it's about/related to)

Apply To: Whole Unit or just This Member (the member you have selected/highlighted.

Alert: Note (No Alert), Low Priority Alert, High Priority Alert

Start/End Date: The date range that the Alert will be displayed. Once the date ends, it will be downgraded to a Note only.

Note: Enter the text of the Note/Alert that you want displayed. The system will include the date the item was added and the username of the staff that added it.

Once a Note/Alert has been created, you will see the option to Edit or Hide it (based on user permissions).

Editing a Note/Alert allows you to modify the Start/End Date or the priority of the item - whether it's a Note/Low Priority Alert/High Priority Alert. As a reminder, you cannot edit the content of the a Note/Alert or delete them.

Hiding a Note/Alert: With the appropriate user permission, you may see the option to Hide a Note/Alert. This option makes the Note/Alert only visible to users who have the permission to Hide Notes/Alerts.