title: “Add a confidential pastoral note” description: “Save a note visible only to pastors on a member record.” audience: [“staff”,“org_admin”] modules: [“crm”,“seguridad”] estimated_minutes: 2 last_reviewed: “2026-05-03”

Add a confidential pastoral note

Pastoral notes have a separate visibility level. By default they are visible only to staff users marked as pastors and to org_admin.

TL;DR

On the member record: Notes → New note → Type: Pastoral.

Steps

1. Open the member record. 2. Notes tab → New note. 3. Select type Pastoral (not “General”). 4. Write the note. Tick Read-only for me to restrict further. 5. Save. It is stored with author and date.