Note Tags
Tag notes to find them quickly.
Assigning tags to profile notes allows you to filter and find notes quickly. First, create the tags you want to use for notes, then apply the appropriate tags when adding notes. You can always edit a note to change the tags or add new ones.
Here's an example situation where note tags are useful: Someone lets you know about a prayer request for an individual. You add a note to their profile with the tag, "Prayer Request". When you need a list of all the prayer requests, you can gather them based on that note tag.
Create a Note Tag
Make your quick-search tags for notes.
- To create and use note tags, you must have the Manage Notes permission. See Responsibilities for more information.
For profiles with many notes, it can be difficult to locate a specific one. Assign a tag that describes the type or category of note so you can find it quickly when needed.
- In the top-left corner, click your ministry hub then Realm. Then click .
- On the Note Tags tab, click Add Tag.
- Enter a tag name, such as "Special Instructions" or "Benevolence".
- Click Save.
Apply a Tag to a Note
Tag a note to make it easy to find.
- You'll need the Manage Notes permission among your responsibilities.
- To tag private notes, you'll need the Manage Private Notes permission.
- Locate and open the individual's profile.
- Click the Notes tab.
- Click Add Note or edit an existing one.
- In the smaller box under the note, select a tag.
Manage Note Tags
Change a note tag.
- You'll need the Manage Notes permission. See Responsibilities for more information.
Note tags can be edited, merged, or deleted.
Search for Notes Using Tags
Find your notes fast.
- To use note tags, you must have the Manage Notes permission. See Responsibilities for more information.