IMPORTANT: The Note Log provides a space for permanent and confidential notes, that are not visible to users. Only Administrators with access to the Note Log will see the history of the notes entered into the profiles.
Add Note Log to One Profile
Click the person icon at the top of the screen and type the person’s name into the Quick Search bar.
Click on the person’s name from the list that appears.
Click on the “Communications” tab
Click on the “Note Log” sub-tab
In the “Add a Note to the Log” section, enter your notes in the “Entry” box
Select the modules associated with the note (this will determine the administrators that will be able to see the note)
Click the [Save] button
Check the box confirming you wish to add the permanent note to the volunteer profile
Click the [Save] button
Add Note Log to Multiple Profiles
Go to Communicate, then click on “Log Notes”
Search for the desired profiles
Optional: For search results of less than 1000, open the “Search Results” section if you want to de-select any names that are listed
In the “Add a Note to the Log” section, enter your notes in the “Entry” box
Select the modules associated with the note (this will determine the administrators that will be able to see the note)
Click the [Save] button
Check the box confirming you wish to add the permanent note to the volunteer profiles
Click the [Save] button