Update notes easily to keep your records accurate and up to date.
Package
This feature is available on all packages.
Why Use This Feature?
Being able to edit member notes helps your team:
Keep information accurate and relevant
Correct mistakes or update important details
Maintain clear communication history in one place
Only owner-level admin users can edit notes — other staff members will still be able to view them, but not make changes.
How to Edit a Note
1. Go to the member’s profile
From your admin dashboard, search for and select the member you want to update.
2. Open the Comms Hub tab
Within the member profile, go to the Comms hub tab to view all notes.
3. Click on the note you want to edit
Find the note you'd like to update and click on it to open it.
4. Click the Edit button
In the bottom right corner of the note, click Edit.
5. Make your changes
You can edit the subject line and/or the body of the note.
6. Save your changes
Click the Edit button again to confirm and save the update. You'll see a success message once it's done.
Things to Note
✅ Only owner admin users can edit existing notes
✅ Changes are saved instantly and logged
✅ Staff with lower access levels can still view notes, but not edit them
✅ Helps keep your member records clean and up to date