Notes

Notes allow staff to record interactions, observations, and follow-up reminders tied to individual contacts. A good note log creates a shared relationship history that the whole team can reference.

Accessing a Contact's Notes

Notes are managed from the dedicated Notes sub-page on each contact record. Open a contact, then click Notes in the page header (or use the breadcrumb trail) to reach the notes view for that contact. All notes are scoped to the contact — there is no global notes list.

Adding a Note

Click Create note in the top-right of the Notes sub-page. A modal form appears with two fields:

• Note (required) — the content of the note. Be specific: include what was discussed, any agreed-upon next steps, and relevant context.
• Occurred At — when the interaction took place. Defaults to the current date and time.

The author is recorded automatically as the currently logged-in user.

Editing and Deleting Notes

Each note row has inline Edit and Delete actions. Edit opens the same modal form. Deletion is immediate with no confirmation prompt — take care before clicking.

Deleted Records and Trash

When you delete a note, the record is soft-deleted — it is hidden from normal views but kept in the database so it can be restored if needed.

Viewing trashed records

Use the Trashed filter on the notes list to control which records appear:

• Without trashed (default) — only active records are shown.
• With trashed — active and deleted records are shown together. Deleted records can be identified by the Restore action in their row.
• Only trashed — only deleted records are shown.

Restoring a deleted record

Find the record using the Trashed filter set to With trashed or Only trashed, then click Restore in the row actions. The record is immediately returned to active status.

Permanently deleting (purge)

Force-delete permanently removes a record from the database. This action is restricted to super-admin users and cannot be undone. Force-delete appears as an action on trashed records only when you are logged in as a super-admin.

Best Practices

• Record notes promptly after calls or meetings while details are fresh.
• Use consistent language across the team so notes are searchable and understandable by anyone.
• Avoid storing sensitive personal information beyond what is necessary for your mission.