This article outlines how to add notes to an individual.
Visit RMS: https://rms.life.church/.
1. Search for the individual.
- In the top right corner of the page, within the Search dropdown, select Name.
- Enter the first few letters of person's first and last name.
- Select the correct person below the search window.
2. Click the Person Profile link below the family.
3. Click the + icon in the Notes bar.
4. Enter the note in the text box.
5. Under the drop down, select the type of note.
Click here to see article on adding a Benevolence note.
Clicking the Alert box will give the note a color and cause it to stay at the top of the list of notes. (Use this for extreme cases only).
Clicking the Private box will make the note visible only to you.
6. Click Save Note.
