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 in an Explorer's contact card.
Adding a Note on a Profile
Navigate to the People tab under your Engage menu and select the person you want to add a Note to.
Select the Notes tab in their profile.
Type your new note and 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 Messages tab under your Engage menu. Click into the conversation you’d like to add a Note to.
Click View Notes.
Adding a Note to an Explorer
Navigate to your Explorer tab under the Reach menu and click on the Explorer you'd like to view, then click View Notes.
Type your new note and click Save.
View all Note history (including when the Note was created and by which Team Member) in the log.
Important: No matter where a Note is added (in the All Messages tab, Explorer tab, or directly on the profile), the Note log will remain consistent.
