The Note Log | Better Impact Help Center

The Note Log

Leave a permanent note on one profile or on multiple; How to View or Print the Note Log

About this feature:

The Note Log provides a space for permanent and confidential notes that are not visible to users. Only Administrators with access to the Note Log will see the history of the notes entered into the profiles.

IMPORTANT: Notes on the Note Log are permanent - it is not possible to edit or delete them once they've been created.

Add Note Log to One Profile

1. Click the person icon at the top of the screen and type the person’s name into the Quick Search bar.

2. Click on the person’s name from the list that appears.

3. Click on the “Communications” tab

4. Click on the “Note Log” sub-tab

5. In the “Add a Note to the Log” section, enter your notes in the “Entry” box

6. Select the modules associated with the note (this will determine the administrators that will be able to see the note)

7. Click the [Save] button

8. Check the box confirming you wish to add the permanent note to the volunteer profile

9. Click the [Save] button

Click the person icon at the top of the screen and type the person’s name into the Quick Search bar.

Click on the person’s name from the list that appears.

Click on the “Communications” tab

Click on the “Note Log” sub-tab

In the “Add a Note to the Log” section, enter your notes in the “Entry” box

Select the modules associated with the note (this will determine the administrators that will be able to see the note)

Click the [Save] button

Check the box confirming you wish to add the permanent note to the volunteer profile

Click the [Save] button

Add Note Log to Multiple Profiles

1. Go to Communicate, then click on “Log Notes”

2. Search for the desired profiles

3. Optional: For search results of less than 1000, open the “Search Results” section if you want to de-select any names that are listed

4. In the “Add a Note to the Log” section, enter your notes in the “Entry” box

5. Select the modules associated with the note (this will determine the administrators who will be able to see the note)

6. Click the [Save] button

7. Check the box confirming you wish to add the permanent note to the volunteer profiles

Go to Communicate, then click on “Log Notes”

Search for the desired profiles

Optional: For search results of less than 1000, open the “Search Results” section if you want to de-select any names that are listed

In the “Add a Note to the Log” section, enter your notes in the “Entry” box

Select the modules associated with the note (this will determine the administrators who will be able to see the note)

Click the [Save] button

Check the box confirming you wish to add the permanent note to the volunteer profiles

Click the [Save] button

View/Print Note Logs

1. Click the person icon at the top of the screen and type the person’s name into the Quick Search bar.

2. Click on the person’s name from the list that appears.

3. Click the “Communications” tab

4. Click the “Note Log” subtab

5. In the “Note Log History” section,

   • To View: Mouse over the Options icon to the left of a note

     • Select “View”

       

     • To print the Note Log Page List, click the print icon button in the “Note Log History” header

       

Click the person icon at the top of the screen and type the person’s name into the Quick Search bar.

Click on the person’s name from the list that appears.

Click the “Communications” tab

Click the “Note Log” subtab

In the “Note Log History” section,

To View: Mouse over the Options icon to the left of a note

Select “View”

Select “View”

To print the Note Log Page List, click the print icon button in the “Note Log History” header

To print the Note Log Page List, click the print icon button in the “Note Log History” header

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