Using Notes

Staff users can create notes in re:Members AMS on various record types. These notes can include whatever staff would like to track on said record.

Record types allowing note creation currently include:

  • Individuals and Organizations

  • Chapters App > Chapter Records

  • Inventory Warehouses

  • Orders and Invoices

  • Tasks

  • Sales Opportunities

On these records, staff users can access and create new notes on the Overview tab > Notes tab. Existing notes are listed here. Click Edit next to a note to see note detail.

Example: ABC Association calls their members once per year with a phone survey. The staff person responsible for these calls can track the gist of these conversations under the Notes area on each member's Customer Record.

Creating Notes

  1. Navigate to the record on which to create the note.
  2. Under the Notes tab, click Add Note to create a new note.
  3. Choose a note Category to assign to your note. These are unique to your organization—users with permissions to do so can add to this list under the Customers App > Setup.
    If no Note Categories have yet been created, notes cannot be saved.
  4. Enter a note Title. Detail goes in the Note text box.
  5. If necessary, set a Follow-up Date.

Showing Note RemindersClosedTo show a note alert each time the profile record is loaded, click Show Alert.

Making Notes Visible to Non-StaffClosedNotes are automatically set as Is Internal, or visible to staff, only. In cases where the record on which the note appears is accessible by non-staff (external) users and you would like to make notes visible to them, deselect this check box.

Note: To use the Notes feature to track your own notes, create said notes, then set up a query that includes your notes and follow-up dates in the result set. You can schedule the query to automatically email your list of notes to you on a regular basis.