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Planning Center Online Migration Guide
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Step 2: Data Design

Note Categories


Background

Note Customization


Action Step: Create a list of note categories (w descriptions) set a permission level (who can see it) and who would want to recieve a daily note digest

Category
Description
Permission
Digests Sent to
1
Caring
2
MDF
Ministers
Ministers
3
Stewardship Notes
4
Emergency Contacts
5
There are no rows in this table
When Done, Complete Task Below
Done
Task
1
Define note categories and permissions
2
Define Note Digest Notifications
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