Account Notes are private notes you save on a membership account, like a bond payment date, why an account was closed, or a child's swim test. Members never see them, and they don't show on the Front Desk screen.
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Add a note
Go to Membership > Account Notes and click Add Note in the top right.
Under Account, search by name or account number and pick the account.
Enter a Title and choose a Note type (both are required).
Type your note. Click Add Media if you want to attach a photo or file.
Click Create note.
💡 Working in one account? Open it from Membership > Accounts and use the Notes tab to add, edit or delete that family's notes without leaving the account.
Find and export notes
Go to Membership > Account Notes. Every note on your site is listed here.
Pick a field from the dropdown next to the search bar (Billing Member, Note Title or Acct #) and search.
Use the Note type and Account type filters to narrow the list. Save a filter as a view if you'll use it again.
Click Columns to choose what shows in list view.
Select the notes you want and click Export. The export uses the columns you have showing.
Edit or delete a note
Go to Membership > Account Notes.
Click the ⋮ menu next to the note and choose View, Edit or Delete.
To edit, change the title, note type or note and click Save changes. (You can't move a note to a different account.)
To delete, click Delete again to confirm. This can't be undone.
Change or delete several notes at once
Check the boxes next to the notes. To grab everything that matches your search, click Select all … matching notes.
Pick a type from Change type to… and click Apply, or click Delete.
Manage note types
Go to Membership > Account Notes and click Note Types (or go to Settings > Note Types).
Type a name and click Add, or use the rename and delete icons next to a type.
Deleting a type that's in use only removes the label. The notes stay.
Who can see notes? Only admins whose user role has the Accounts permission, usually your board.