Creating and Viewing Notes

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    Dot

    Is there a way to get notifications for a NOTE like you get for birthdays, anniversaries, giving contributions? I'm not talking about FOLLOW UPS.  Please advise.

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    Emily W.

    Hey @drizzo!

    Great question! Unfortunately, that is not a current feature within Breeze. I wish I had a better solution at this time. Would you consider sharing this on our feature request page? Check out www.breezechms.com/features.

    Blessings!

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    justinkuojak

    Hi! Is there a way to see recent notes on one page?

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    Elizabeth Reed

    @justinkuojak

    That is a great question. At this time we don't have an ideal way to view recently added notes in a report format. However, you can always see all the notes that have been added to profiles by using the Export options. Navigate to More > Account Settings > Export (after you select More Options on the left) > Select Notes from the drop down menu. It then downloads all the notes in the system to excel (including ones marked as private). The spreadsheet does also display when the note was created in it's own column. So ideally you could sort by that column to find all the most recently added notes.  

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    Valynsa Pierre

    Hi 

    is there a way to add notes in an even?

    lets say i want to add a not about how the event went

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    Rob N.

    Hey @pierrevalynsa, 

    That's an excellent question, and I see how that can be useful!  However, there are no notes for events.  I would recommend using the description box for your notes.  

    • From the Dashboard, go to Events > Select your event
    • Click Edit event settings (bottom left)
    • Click Change next to "Description"

    I hope that helps!

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    bcambron

    Is there an option to add a note for the family and it appear in all family member records?

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    Emily W.

    Hi @bcambron!

    Great question! The best way to add a note for the entire family would be for you to export out people and copy and paste the notes into each family member note section of the Update People file. While this may not be ideal, I do hope the information is helpful. 

    Bulk Update People

    Please let us know if there is any additional support we can offer.

    Blessings! 

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    tschwolert

    I was at a church once and their app gave the ability to take notes on the sermon. Is this possible in Breeze or is their an extension or integration that I can use? Thanks.

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    Micah M.

    Hey @tschwolert, great question! That's a great idea for taking notes! At this time Breeze does not have the ability to do this, but we're always looking for ways to improve our functionality! Check out our Feature Request page to let our developers know of your idea! Also, be sure to check out our Product Blog for new updates as they release! Happy Breezing!

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    Janet Sharp

    Can you search on notes?

    Looking for a place to list what member would like to volunteer for. And being able to search on that info.

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    Ashley Lynn

    @jsharp9321 While you can view notes on a specific profile, you cannot search notes.

    May I suggest Customizing Profile Fields with potentially a drop down of options a member would like to volunteer for. You could even have choice 1, choice 2, and choice 3 fields allowing you to see the top three volunteer choices of a member. You could then use the advanced search filters in a People Search to find all members interested in serving in a specific ministry. I hope this helps! 

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    ToKevin

    Who can read Notes posted on a church member's profile?   I there a way to give permission to anther breeze user to read "private" notes that are created? 

    I am trying to find a secure way for clergy and pastoral care team members to communicate privately when they reach out to church members in a pastoral outreach and facilitate coordination of care.

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    Anne-Marie Begin

    I need this as well.  I'm trying to keep the contacts to an Anonymous group (mostly) anonymous.  I would like for only people with the highest levels of permission to be able to see the note.

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    Micah M.

    Hey @ToKevin and @administrator - great questions!
    Notes are indeed meant for either clergy and/or the highest-level permissions to access. You will want to head to the "Users & Roles" section to ensure the Roles have the right permissions set, Here's an example from my Admin Role:

    **Note, there is no way to allow access to "Private" Notes as those are meant only for the User recording them. The only workaround would be to use the "Export Notes" function.

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    zthompson35

    As an Admin, how do I delete notes made by others, especially if the Notes were made in the wrong profile and the User who made the Notes is no longer here?

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    scotty

    Our church is also interested having notes created so only pastoral staff can have access to for important details on individuals or families that other pastoral staff can check on before they meet with individual or family. like deaths, drug use problems, multiple benevolence request, abuse, or Always meet with someone else. Something we can help to watch out for red flag issues, as well as help another pastor prep so they have an idea of what they helping minister to or with.  Please consider developing that feature. While keeping the common notes and private notes.

    thanks for the consideration. 

    Scotty 

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    Ashley Lynn

    @scotty one suggestion would be to Make Notes that are Private to Some Users by using Profile Fields (the article lays out the instructions on how to do this). This may help you as pastoral staff, be able to take notes, search those notes and help each other prepare as you minister to or with others. This is something we implemented at my church, and it greatly helped us to be organized in our efforts. 

    I hope this helps! 

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