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.
Adding Notes on Workflow Cards to a Profile
When a note is left on a Workflow Card, you may also choose to save it to the user's Profile. To add a note to a Workflow Card, follow the steps below:
Open a Workflow Card from the side panel or the Card detail screen.
In the Activity section, click Add note...
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.
Select the option to "Also post to profile"
click Save
A "Key Person" must be selected to save a Workflow note to their profile.
Once saved, the note now also appears in the Notes section of the Key Person's Profile, with a link back to the Workflow Card. If a user can see the Profile but cannot see Workflows, the link shows "Workflow Card" instead of the Card title.
FAQ
Who can view Profile Notes?
Who can view Profile Notes?
Dashboard Users with either Administrator, Giving Manager, or Workflow Manager.
Can end-users in my app see these notes?
Can end-users in my app see these notes?
No, Profile Notes are for Subsplash Dashboard users only.
Is there an option to make notes private?
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. However, Sensitive Notes are coming soon!
Can I edit someone else's note?
Can I edit someone else's note?
No, only the author can edit a note. An Administrator can delete any Profile note.
Can I delete a Workflow note from a Profile?
Can I delete a Workflow note from a Profile?
No, you may only delete Workflow notes from the Workflow Card. To remove one from a Profile, edit it on the Profile or Card and uncheck Show on profile. This leaves the note on the Workflow Card.
Can I restore a deleted note?
Can I restore a deleted note?
No, a deleted note cannot be restored, so make sure before you confirm the delete.