You can add notes to specific individuals' accounts in the admin/organizer Dashboard. These notes can include uploaded documents and you can specify which organizations can view the notes.
To add a note:
- Go to the Dashboard:
- Using the left-hand navigation, go to "User Profiles" or "People" depending on the site.
- Find the person you want to add the note for using the search
- In the Profile Details section, click "Add Note"
- Enter the note and optionally upload a document.
- Specify which organizations should be able to see the note
- Click Save
Note that only the creator of the note can remove the note.

