Edit Public and Private Notes in Directory
This article provides steps to edit public and private notes in Directory.
Notes in Directory help you keep track of special information for families and members. Directory Admin users can edit notes as needed. Notes display an activity record listing the date and time the note was last changed as well as the user that performed the change. Private notes can only be added, edited, and viewed by users with Private Notes permissions. If you need to, you can Delete Notes at any time.
Complete the following steps to edit a note in Directory:
1. In Directory, search for and select the family or member to view the note on the Family Detail page or Member Detail page.
2. Click the ellipsis on the note to view the drop-down menu.
3. In the drop-down menu, select Edit.
Note* The note displays an activity record listing the date and time the note was last changed as well as the user that performed the change.
4. Edit the note as necessary.
5. Click Save.
The updated note appears on the family or member Notes card.
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