Note Reminders just may be one of the most helpful features in ChurchTrac that we never talk about. Obviously, that needs to change ASAP! Before we get into Note Reminders, let's do a quick recap on Notes.
Simply put, Notes enable you to record notes or important date-related entries for people and families. You can write memos regarding contacts with the family, visits to the church, or notes regarding visits or follow-up efforts. These notes can be assigned to the person selected on the people list or to the individual's entire family.
There are many situations in which you are recording notes on a person/family, and you want to act on that Note at a later time. Some examples...
When entering a note for an individual, you can have that note set as a reminder which will show up on the Home Screen. To create a reminder, check the box next to "Add this note to my reminders".
Once added, that reminder will now be visible on your Home Screen as shown below.
When you need to delete a reminder, you can simply click the trash can icon to the right of that reminder. Select the "Dismiss All" button if you would like to clear out all of your Note Reminders.
Though Note Reminders may be a simple feature, it's still a great tool that can help you remember important things about your people and help your ministry flourish. Want to learn more of the features in the People Screen. Click HERE to visit the ChurchTrac Online User Guide.