Entering Notes On People

You can use the Notes tab to record notes or important experiences for people and families. These notes can be assigned to the person selected on the people list or to the individual's entire family

Adding a Note
Editing/Deleting a Note
Editing Note Types
Pro Tips

Adding a Note

To add a Note, select the person on the People screen. Then select the "Notes" Tab above that person's profile. Then select the "Add Note" button at the top of the list.

Today's date will automatically appear in the Date field, but you can change it by selecting it and choosing the desired date from the pop-up calendar. Select the Note Type for the note you are creating. Then type the note in the large text box.

You can choose whether or not this Note applies to the individual only or the entire family, as well as add this note as a reminder on the Home Screen.

Use Notes to Set Ministry Reminders

Watch our Pro Tip video to learn how to use Notes to help you stay on top of ministry.

Learn more about Setting Reminders with Notes ›

Editing/Deleting a Note

To edit or delete an existing Note, select the Note you want to change. Then type in the changes and select "Close" or select the ( ) to delete.

Editing Note Types

Note Types are used to set different permission levels, providing more privacy for some information. You can also use Note Types for printing category-specific reports.

To create Note Types, select the "Setup" tab at the top of the People screen, then select the "Note Types" option.

In the following window, select the "Add a Note Type" button.

Real-World Example: A pastor or church leader might record key points from a counseling session like prayer requests, struggles shared, and biblical guidance. Follow-up notes can track prayer requests, first-time visitors, or those interested in baptism or membership, helping leaders log interactions, next steps, and reminders to reconnect.

Then type the new Note Type name and choose the permission level to determine who can access this note.

Managing User Privaleges in the church management software

When "Only Selected Users" is chosen, those Note Types will appear under your Settings → User Accounts → People and Families→ "Note Types" permissions for each user. Any Note Types not restricted to specific users will be accessible to all users. Learn more about User Account Permissions ›

Pro Tips

Using Notes for Follow-up

The Notes tab is a great tool to use for your follow-up process (i.e. first visit, call made, visit made, and any other steps in that process). Note Types can help you keep track of your prospects and where you are in the follow-up process.

Using Notes for Reminders

Select a note to appear as a reminder on the Dashboard. Toggle this "Add this Event to My Reminders" when editing the note.

Notes Tab Reports

From the People Screen, you can create various Note Reports by selecting "Reports" in the top toolbar and choosing "Note Reports" from the list of report options. Select your report options and choose the "View Report" button.