Core Docs - Church Management - Use Person Notes

Rock Version: v20.0
Last Modified: 2026-04-24 11:51 AM

You just can’t take too many notes! Documenting key conversations and important details is vital to the success of your organization. Here are some examples:

These notes help the staff to be on the same page and help make an organization of any size feel small and caring. There are different types of notes:

Sometimes you might want to enter a note that only you can see. There are a couple of ways to do this. The first, and easiest, is to make the note private. When you do this, you’ll be the only one who can view it. If you would like to share the note with a limited group of people (like Pastoral Staff), click the ti ti-lock button and enable viewing for only the Pastoral Staff group.

Because we can't add security to an item before it's been created, the security icon will only be visible after the note is saved.

Sometimes a note is very important, and you want everyone to see it. Checking the Alert checkbox will keep the note at the top of the list and highlight it in red. These types of notes can be used to warn staff of a potential issue.

If you’re creating an alert note, then it’s probably related to unpleasant or sensitive circumstances. As you consider your wording for an alert, try to be as discreet as possible while still getting your point across.

We mentioned above that Alert notes will stay at the top of the list of notes. Below the Alert notes will be notes marked as Pin to Top. If there are multiple Alert, Pin to Top, or regular notes, then the most recent notes will be displayed first.

Security for Notes

It's important to understand who will be able to see or edit notes. We touched briefly on note security above, but here is a full breakdown of what you can expect.