Release Notes: Private Contact Notes
Issued: 08/09/2024
Introducing Private Notes: A new feature allowing internal users to add confidential notes to contact profiles with controlled visibility.
With Private Notes, you'll have the flexibility to maintain both shared and confidential information within Element451, streamlining your workflow while respecting student privacy and internal processes.
Details
New 'Private' toggle: When adding a note to a contact's profile, users can now select if the note should be private.
Selective sharing: After toggling a note to private, users can search and select specific individuals or teams to grant access to the note.
Convert existing notes: Public notes can be converted to private notes through the Notes profile card.
Controlled visibility: Private notes are visible only to the author and selected individuals or teams, ensuring targeted information sharing.
The View All Notes permission allows users to access all notes, regardless of privacy settings.
Benefit
Private Notes enhance your ability to manage sensitive information, fostering more personalized and discreet student engagement strategies.
Example Use Cases
Admissions officers can jot down personal insights about prospective students without sharing them across the department.
Financial aid advisors can make private notes about a student's unique financial circumstances for future reference.
Student success coaches can keep confidential records of one-on-one conversations or concerns that don't need to be shared with the broader team.
Recruitment staff can maintain private notes on high-priority applicants or specific recruitment strategies.