Constituent Notes

Create public, private, and group notes for a constituent.

Public: All with access to the constituent's record can view these notes
Private: Only the creator of the note can view it. Private notes will only be listed in the data grid for the creator of the note.
Group: Those specified as part of the group can view these notes. (The creator of the note is not automatically added to this group, so be sure to add yourself as the user if you wish to later have access rights to this note).

To add a note:

Open the Constituent Notes form by clicking Development >Constituent >Notes.
Right-click in the Constituent Notes data grid to access the Notes Entry form.
Type in a subject for the note. Keep in mind that the subject is visible in the notes list and thus you may wish to be discrete.
Select the note's access type: Public, Private, or Group.
Enter details of note and click Add to save entry or Cancel to exit without saving.

To Define a Group:

Upon selecting Group for the note access type, the Group Selection form opens.
Narrow the user list by entering values in the criteria fields and clicking Find. Leave the fields blank to display a list of all users.
Add users to the group by placing a checkmark in the box next to each appropriate name and clicking the Add icon . Add the entire list by clicking the Add All icon .
Remove users from the group by clicking the remove icon . Remove all from the group by clicking the Remove All icon .
When satisfied with your group, click OK to save entry or Cancel to return to the Note Entry form without saving group information.