Understanding a person’s story with your church shouldn't require piecing together details scattered across custom fields, forgotten documents, or memory. With Profile Notes, vital context lives directly on People profiles, keeping your team aligned and informed with a single click.
Locating Profile Notes
Navigate to People > All People in your Subsplash Dashboard.
Select the specific person’s profile you would like to view or update.
Scroll to find the new Notes section on their profile dashboard. Here, you will see a chronological timeline of previous notes alongside options to add new ones.
Adding a Note
Click in the Add Note field.
Type your updates, using formatting options to organize your notes as needed. Format notes with rich text, and link out to the form, document, or resource that goes with it.
Click Save. The note will immediately appear in the profile timeline, displaying the author and timestamp of when it was entered.
Editing and Managing Notes
Edit Content: If you created a note and need to update it, click Edit on the note entry to modify the text or formatting at any time.
Delete Notes: Admins have the permission to remove notes if necessary.
FAQ
FAQ
Who can view Profile Notes?
Dashboard Users with either Administrator, Giving Manager, or Workflow Manager.
Is there an option to make notes private?
Currently, viewing profile notes is only restricted to only be viewed by specific dashboard users with the proper roles.