How do I review and validate Notes data after our data import?

Review imported Notes data

  • Security Levels:  CRITICAL – Review security level for notes. Go to Members >Settings >Note Types, then click on the name of the note to modify the settings.  You can also add a Password to Note Types so that only someone with that specific password can open those types.
  • Notes Display:  As a reminder, you will only see the most recent three notes on the member profile page. Click on the View All button to display all notes.  
  • Member Listing with Notes report:  Run a report showing Member Notes by going to Reports >New.  Select Member as the Report Type, then choose Member Listing with Notes. Select the appropriate Options, such as the date range or type of the Notes you want to appear in the Report from the Options column on the left.  Optionally, use the middle Filters column to filter the report to only certain groups and/or people.
    * Be sure to check the box at the top of the left column to only include people if they have Notes; otherwise, people without Notes will possibly appear in the report.

    Screenshot 2023-07-12 at 2.01.15 PM