Add Note to Volunteer Record
Keep a running record of notes about a volunteer — calls, conversations, reminders, or anything worth documenting. Notes are listed newest-first and can include a file attachment.
Opening the Notes tab
To open Notes:
On the Volunteers page, click the Volunteers tab.
Click the volunteer's name to open their profile.
Click the Notes tab.
The notes list
Each note shows its subject, the note text, the date, and who created it (plus an "edited by" line if it's been changed). An attached file, if any, appears as a download link.
Click Add to create a new note.
Adding a note
The Add Note form has three fields, all optional:
- Subject — a short title. If left blank, the start of the note text is used as the heading.
- Note — the note text.
- File — an optional file to attach.
Click Save to add the note.
Editing a note
Click Edit on a note to change its Subject or Note, then Save. On the edit page you can also attach a file (Add File) or remove an attached one (Delete File). Notes themselves can't be deleted.