Learn how to create, edit, and delete a note from a member profile.
Notes are a great tool to record background info on a member in your community. They’re especially useful if you want to share some information you’ve gathered with other teammates. You can use them to record things like:
So let’s get you started on using notes!
Go to a member profile, and then click on the ‘Notes’ tab (Or press ‘N’ on your keyboard as a shortcut!)
You’ll see a text box at the top of the Notes section. Type here, press ‘Add note’, and you’re done!
Want other teammates to know that you’ve added a note to a member? Don’t worry - your teammates will be automatically notified via an in-app notifications of your note.
To edit a note, click on the [...] menu, and then click ‘Edit’. Note that you can only edit notes that you’ve authored.
Click on the [...] menu and then click ‘Delete’.
Note that you can only delete notes that you’ve authored.