Looking after members

Keeping private notes about a member

Notes help brokers share context. Members cannot see them.

Notes let brokers and admins keep a shared record about a member. Members never see these notes.

Adding a note

1. Open Members.
2. Press the notes button on the member's row, or choose Notes from the three-dot menu. You can also use the Notes tab in the member's record.
3. Choose a Category: General, Outreach, Support, Onboarding, Concern or Follow up.
4. Type your note in the box.
5. Press the send button.

Each note shows who wrote it and when.

Managing notes

• Pin note keeps an important note at the top. Only an admin can pin a note.
• Edit note corrects a note. Only an admin can edit a note.
• Delete note removes a note. Only an admin can delete one. If you wrote something wrong, add a new note that corrects it.

What to write

Write facts, not opinions. Good notes are short and useful to the next broker, for example: "Called 3 May. Prefers phone to email. Wants help finding gardening work."

Do not record vetting certificates, health details or other sensitive information in notes unless your community's rules say you may. A member can ask to see the information you hold about them.

This is done on the main website. The accessible site does not have this page.

More guides in this topic

• How do I approve a new member?
• Finding and filtering members
• Viewing a member's full record
• Suspending or reactivating a member
• Helping a member who cannot get into their account
• How do I correct a member's time balance?
• Supporting members who find technology hard

Still need help?

If you can't find what you need, get in touch and a person will help you.