Adding notes and documents to a contact record helps keep all relevant information in one place. Here’s how you can easily add and manage them in POINT.
How to add notes to a contact record on Core (see video below)
- Use the left side menu on your admin dashboard and click “People” then “Contacts”
- Find the volunteer you want to add documents to, and then click on their name to be taken to their volunteer profile. Chose the "Notes & Documents" tab.
- From here, click the orange button on the right side that says “Create Note”.
- Fill out the note information and click the orange “Save” button.
How to add notes to a contact record on Core:
Note: Adding documents to a contact record's notes is only available on our Pro subscription. Interested in upgrade? Here's our pricing page.
How to add documents to a contact record with Pro (see video below):
- Use the left side menu on your admin dashboard and click “People” then “Contacts”
- Find the volunteer you want to add documents to, and then click on their name to be taken to their volunteer profile. Chose the "Notes & Documents" tab.
- From here, click the orange button on the right side that says “Create Note”.
- Fill out the note information and attach a file.
- Click the orange “Save” button.
How to add documents to a contact record with Pro:
Note: Notes in the contact record are only visible to the admins of the organization.
Questions? Email us at support@pointapp.org.