Feature // Updates
Track and organize care needs, life updates and conversation notes with Notebird Updates.
Discover the power of Notebird's core feature - Updates! Keep your interactions organized effortlessly with this intuitive tool. Whether it's notes about conversations, phone calls, or check-ins, Updates streamline your pastoral care processes. No more juggling spreadsheets, Google Docs, or scattered text messages. With Notebird, your historical tracking gets a major upgrade. Store conversation details in Updates –saving time and boosting efficiency. Notebird Updates are easy to use. After a conversation, simply add an update to the contact's profile. Jot down notes, crucial details like upcoming events, surgeries, or any pertinent information. Choose an update type and visibility settings, ensuring the right team members see the note. This isn't just about storing data; it's about enhancing collaboration. Easily track care history and interactions chronologically in the activity feed. Stay up-to-date with the real-time Updates feed, showcasing all team-contributed updates. Experience for yourself how Notebird centralizes scattered information into a streamlined, efficient pastoral care hub.
Discover the power of update types and how they track the different types of interactions you have with your people. These update types are designed to encompass different pastoral care and relational categories, ranging from care follow-ups to counseling sessions. For greater flexibility, Notebird allows you to easily customize your dropdown list to ensure you have update types tailored to your needs. The impact of these update types becomes evident as they seamlessly integrate into your activity feed. Not only do they enhance your real-time tracking experience, but they also play a pivotal role in generating comprehensive reports. You'll learn how to effortlessly run updates reports, showcasing a breakdown of interaction types giving your organization valuable pastoral care insights. Customization is at your fingertips, with a simple process to edit or modify the list of update types.
Track the interactions that matter to you the most.
Easily track the number of coffee meetings, counseling sessions or other touch points.