What are Member Notes and how can I use them to assign Follow-Up from another leader?

Creating a Member Note can alert a leader or staff member to contact a member and then track follow-up, or to post a simple note or alert on the Member page for Staff to see when viewing the Profile.

To create a Note, go to the Person's Profile page, go to the Recent Notes section, and click . 

Below, is the Member Note, with information about how to use each field:

1. Date: The Date you are creating the Note.  Some choose to backdate this to the date of the occurrence of the situation for which the Note is being made, such as the Sunday that a Connection Card or Prayer Request was turned in.
2. Created By:  This is typically you and is used as a means of identifying who logged the Note.
3. Type:  Use the drop-down menu to select the Note Type, such as Outreach, Prayer Request, Pastoral, etc.  *You can create additional Note Types by going to People > Settings > Note Types.  On that page, you can also edit existing Note types.  To password protect a Note Type, click the Note Type, then enter a Password.
4. Due By: This field gives a due date to the person who will be doing the Follow-Up on the Note.  This can be left blank if there is no follow-up needed; otherwise, assign a due date, which will be used to send a reminder to the Follow-Up contact before the Note follow-up is due.
5. Assign Follow Up To: This field is used to assign the Note information to another leader or staff member so that they may follow up with the Member.  This person will receive an email containing all of the information in the Note as posted, as well as a link directly back to the Note. 
   1. No follow-up needed/completed: This can be used when you want to make a note on someone's profile, but no follow-up is needed, so it will be marked as complete.
6. Time Spent (in minutes): This field can be used to track the amount of time you spend following up or for tracking volunteer minutes.
7. Notes: Where you put the description of your note or follow-up task.

By clicking the green Respond/View Notes button, the Follow Up Contact will be taken directly to the Notes page for the Individual and able to create their own Note regarding any Follow Up actions or contact made.  This tracks outreach or prayer needs, etc. and the follow-up results right there on the Member's page.  

As far as the reminders clearing after you complete them, on the Favorites card, if there is no Follow Up Date entered, it stays on for 7 days after the Contact Date. If they have a Follow-Up date entered, it stays visible for one day after the follow-up date.  So it would go away 2 days after the date. On the Member page, which is the the Text-to-ME page, and also in the application it defaults to showing the last 7 days.

A report can be run to show Members with Notes.  Go to Reports > People, choose People Listing (with Notes).  On the Report page, you can specify a date range as well as Note Types for the Report.