There are times when it’s helpful to add thoughts and context to a conversation outside of the text message exchange itself. That’s where Contact Notes come in! A Note is simply an administrative tool that allows you to add internal comments to your people and conversations.
When to Use Contact Notes 📝
Contact Notes are useful for a few reasons:
Tracking Outside Interactions: Track communication and interactions that happen outside of text messaging for your records and future recollection
For example, if you meet a new person at church on Sunday, make a quick Note of the interaction
For example, if you move the text conversation to in person or over the phone, make a Note to record what you talked about for your memory
Internal Communication: Communicate with other Team Members to create a seamless handoff
For example, if you have a person who has been in communication with the Assimilation Pastor and then that person wants to volunteer, the Assimilation Pastor can make a Note and re-assign the conversation to the Outreach Pastor
For example, if you have a person that texts in a question (which are usually answered by the Communications Director) but another team member was able to answer the question at Bible study, mark the conversation as resolved and make a note why you did so
How to Add a Contact Note 📝
There are three places you can add Notes - directly on a person’s profile, in their individual message history, or within their contact card.
Adding a Note on a Profile 📝
Navigate to the People menu and select the person you want to add a Note to & click on their First or Last Name.
Click on Add a Note and type your new note & click Save.
View all Note history (including when the Note was created and by which Team Member) in the log.
Adding a Note in a Conversation 💬
Navigate to the Communications tab and Click into the conversation you’d like to add a Note to, and then click the Notes icon in the top right corner.
Add your note and click Save.
Important: No matter where a Note is added (in the Messages tab or directly on the profile), the Note log will remain consistent.