Notes

Notes make it easy to quickly jot down something that you might want to reference later.

You can record notes by clicking "Add Note" in a Person's profile or in one of their Pathway cards.

After saving a note, it will be visible in the Person's timeline to you and other people on your team. It will be date-stamped and show the name of the person that took the note.

Notes are especially useful for the kind of information that doesn't make sense to store in a single field. For example, if you're an organizer doing monthly check-in calls with individual volunteers, you might use notes to write a quick summary of the key information you learned from each call so it's available for review later by you or other people on your team.