User Support Forum

Does PC have a way for individual users to create notes on members that other PC users can't see?

i.e. Can a Pastor create pastoral care notes about a member that the secretary will not see when looking at that member's information?

Thanks!

-Shawn

There currently isn't a way to do this in the program.

You can block access to a whole area of the program, such as Visitations or Ministry Services, from all other users and reserve it for the pastor for "private" family or individual notes.