How do I add profile notes to a person? Follow
Add Profile notes to a member that is for internal use only.
A profile note can only be seen by other users with the security role of 'Can View Profile Notes' or 'Can View Confidential Profile Notes'.
Search for a member by entering their name in the Global Search box.
Upon selecting the member, select View all notes.
Select New Note.
To complete a Profile Note
- Enter the text of the note
- To make the note confidential so that only those with the security role with 'Can View Confidential Profile Notes' can view it, select Confidential
- Select Add Note.
The Profile note is saved.