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Why

The Member Notes sub-module is one of the most versitile modules in Membership Plus. When set up properly, it allows you to track any type of information on families, individuals, or organizations.

Membership Plus includes the default note types C.A.R.E., Prayer Requests, Pastoral, Volunteer, and New. If these note types are helpful to you, you can use them, but you can also customize note types to suit your needs.


It's important to consider the types of information that you want to track when setting up your Member Note Types. We suggest brainstorming the information you want to track with your team and determining which note types, categories, and elements you will need before attempting to set them up in Membership Plus.

To get some ideas on using Note Types to track information, refer to Setting Up Member Notes.

How

 To create a new note type
  1. In the left navigation pane, click Administration > Properties.
  2. On the tree list, expand Members, then expand Note Types.
  3. Click New.
  4. In the Add/Edit List Item Note Types window, enter your note type's name, then click Ok.
  5. In the Properties window, click Ok-Save to save the note type.

Once you create a new note type, you can create categories and elements.

 To create a new category

A category is a sub-type of a Note type. It acts as a 'Child' to the Note Type, or 'Parent'. You can have an unlimited number of categories for each note type.

  1. In the left navigation pane, click Administration > Properties.
  2. On the tree list, expand Members > Note Types > Category.
  3. In the Select a Note Type field, select the note type you created earlier.
  4. Click New.
  5. In the Add/Edit List Item Category window, enter the category type, then click Ok.
  6. Repeat steps 4-5 to create additional categories for the note type, then click Ok-Save.
 To create elements

An element is also a sub-type of the Note Type. You can have an unlimited number of elements in three different levels (Element 1, Element 2, and Element 3).

  1. In the left navigation pane, click Administration > Properties.
  2. On the tree list, expand Members > Note Types > Element 1
  3. Click New.
  4. In the Add/Edit List Item Element window, enter the element's name, then click Ok.
  5. Repeat steps 3-4 to add additional fields for Element 1.
  6. Click Ok-Save.

Repeat the steps above to create elements for Element 2 and Element 3, if applicable.

 To edit note types
  1. In the lower left pane, select Administration.
  2. In the upper left pane, select Properties.
  3. On the tree list, expand Members > Note Types.
  4. Under Note Types, select the note type you want to edit, and click Edit.
  5. Make any needed edits, then click Ok.
  6. Repeat steps 4-5 to edit any additional note types.
  7. Click Ok-Save.
 To edit categories and elements
  1. In the lower left pane, select Administration.
  2. In the upper left pane, select Properties.
  3. On the tree list, expand Members > Note Types.
  4. Click on Category, Element 1, Element 2, or Element 3, according to which one you need to edit.
  5. In the Select a Note type drop-down list, select the note type that the category or element you are editing belongs to.
  6. Select the field you want to edit, then click Edit.
  7. Make any necessary changes, then click Ok.
  8. When finished, click Ok-Save.
 To delete a note type


Deleting a note type deletes all associated categories and elements

  1. In the lower left pane, select Administration.
  2. In the upper left pane, select Properties.
  3. On the tree list, expand Members, then expand Note Types.
  4. Select Category, on the drop-down list, highlight the Note Type you want to delete.
  5. Click Delete.

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