Add, edit, and delete notes on a member

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:

Former jobs/companies (”X used to work at company A, B, and C”)
Life events (”X is on parental leave. Will be back on 6/11/22”)
Goals (”X is using our product because...”)
Meeting notes, emails, or DMS
Concerns around the product that they need addressed before purchase

So let’s get you started on using notes!

Add a note to a member

Go to a member profile, and then click on the ‘Notes’ tab (Or press ‘N’ on your keyboard as a shortcut!)

You can also click the Notes icon under the Member's name on the member profile.

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.

Example notification that your teammates will receive when you add a note to a member profile

Edit a note

To edit a note, click on the [...] menu, and then click ‘Edit’. Note that you can only edit notes that you’ve authored.

Delete a note

Click on the [...] menu and then click ‘Delete’.

Note that you can only delete notes that you’ve authored.

Orbit API