Click here for the Webinar Video Recording


Notes, Notes & PRM Notes


•Why use notes? 

•Family Maintenance Notes

    •What goes in these notes? (and what doesn’t?)

    •Who can see them?

•PRM notes

    •What goes in PRM notes and who can see them?

    •What are “private” and “follow up” for?

•Special PRM note types

    •Death Registry

    •Deceased Info

•What are these Committee notes and how did they get there

    •Church Committee notes

    •Where are the Standard Committee notes?

•Are there reports for PRM notes?

•Why don’t notes follow the member the same way as sacraments?

•Q&A