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Add Notes to a Member Record

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1

Access the Member's Profile

  • From the Lodge Dashboard, select the member.
2

Navigate to Notes

  • On the left menu, select Notes.
3

Add a New Note

  • Click Add Note at the top of the window.
4

Enter Your Comments

  • Type your comments or notes in the provided text box.
5

Save the Note

  • Click the blue Create Comment button to save the note.

Notes are only viewable by Lodge Admins and Grand Lodge Admins.