November 13, 2013

Notes tab for Circles

This is the equivalent of role notes but for the circle so circle level information can be tracked more effectively. (See below for an example.)

  • From your Circle page, or any other tab, click the Notes tab found to the right of the History tab
  • Any circle member (or Admin) can add to or edit circle notes
  • When a role is made into a circle, then any existing notes will be displayed here
  • The notes tab shows all role-level notes within the Circle, except for those belonging to sub-circles, in addition to the circle-level notes
  • Click the add button next to your role's list to add information, or add it from your role's page (scroll down) in Published Information and it will be displayed in the circle Notes

 

Example of a Circle Notes Page: