There are two types of notes within Breeze.
The first "Notes" (on the left side of each profile), are notes that can be entered for additional information on the profile.
These notes are automatically dated and can be marked as private if desired.
Notes can have several purposes, but some primary reasons church's use notes is to write information specific to the individual, that doesn't necessarily 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 a person has passed a background check and the date they passed can be stored here.
The second "Notes" section is located in the Profile Fields Section. These notes are more like essays on a form. Of course, you can add notes here for a profile. However, unlike the notes on the left side of each profile page, these notes aren't automatically dated, and cannot be marked private or not. Additionally, these notes are searchable.
These notes can actually be marked private to specific users by editing Role Permissions to either give access to view and/or edit. You can also make these notes restricted from certain users by not giving them access to these profile fields.
Learn more about Notes here: Creating and Viewing Notes
Learn more about creating Profile Fields here: Customizing Profile Fields