Using Notes

Maximize member engagement and support with Notes in Breeze ChMS. Easily document important details, such as pastoral visits, meal service requests, or background check statuses, directly on individual profiles. Explore how Notes offer a flexible solution for personalized information that doesn't require specific profile fields. Learn to access and add Notes effortlessly, ensuring timely and accurate record-keeping. Discover how to mark Notes as private for restricted access and export them seamlessly for comprehensive data management. Enhance your church's organizational efficiency with Breeze Notes.

These notes are automatically dated and can be marked as private if desired. While they can't be searched or reported on, it can be helpful to see information on a persons profile from time to time. 

Common Uses of Notes

Notes can have several purposes, but some of the primary reasons church's use notes is to write information specific to the individual, that doesn't necessary require a profile field.

  • If a pastor has made a care call or visit, he can write notes in this area. 
  • If a couple has a baby and needs a meal service set up, notes can be made about when and what they need.
  • Information on whether or not a person has passed a background check and the date they passed can be stored here. 

Accessing Notes

  1. Navigate to a person's profile
  2. Click "Notes" on the left side menu
  3. Click "Add Note"
  4. Write the content of the note and choose whether or not you'd like to mark the note as private
  5. Save

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Notes can only be edited by the user that first created / imported the note.

Role Permissions needed for Notes (People > Notes > View and/or Edit)

Marking a Note as Private

If you would like to make a note private so that only you can view the note, check the "Mark as Private" box.  This will prevent anyone who has permissions to view notes to have access to that particular note, it can and will export out if notes are exported though.

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Exporting Notes to Excel

  1. Navigate to the Account Settings (Image_2020-05-07_at_1.31.50_PM.png) on the top right
  2. Choose Manage Account
  3. Select View More (on the left)
  4. Choose Export
  5. Select the type of data you'd like to export from the drop-down (Notes)
  6. Click Export

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Anyone who has access to exporting will be able to export private notes, so be sure that limited members have access to export. This export is the export under Account Settings, not export under people in the action panel. At this time, the ability to search for notes is not currently available. For example, if a church wants to see every profile with a Note, there is not a way to do this. One workaround is to do an Export of Notes.

Role Permissions needed for Exporting Notes (Manage Account > Export)

 

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