Tags and notes

A tag is a label you give people, such as “Choir” or “New this year”, to find them together and to send to them. A note is what staff need to remember about someone, kept on their record.

Tags

1. Open People, then the Tags tab, and choose Add tag to create one.
2. To tag someone, open their record and, under Tags, choose from Add a tag.
3. To remove it, choose the cross on the tag.

Filter the People list by a tag with Any tag, or build an audience from tags in Communications (see Audiences).

Notes

1. Open the person’s record and scroll to Notes.
2. Type in Add a note.
3. Tick Confidential: only staff with the confidential notes permission can read it for something sensitive.
4. Choose Save note. It shows with who wrote it and when.

Good to know

• Confidential notes are read by owners and administrators by default; nobody else sees that they exist.
• Who can write notes: owners, administrators, ministry leaders and membership coordinators. Staff can read ordinary notes.
• Tags and notes move with a merge (see People and households).

For members

None: tags and notes are the church’s own, and members never see them.

What DCX Logic support can do

Explain who can read a note; support never reads a confidential note’s text.