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Email Shared Notes
After creating the note, you can even quickly send an email to the staff member you shared the note with letting them know what it’s about and to sign into Servant Keeper to view it. Likewise, staff can take notes from phone conversations or meetings at the church and share them easily with anyone out of the office.
Connect Your Staff and and Serve Your Church Members
Having accurate and accessible notes will help you and your staff to better serve your church members. You’ll be able to stay connected as a team on important and sensitive issues. People in the office, and people out in the field will have an easy way to communicate with each other and stay on the same page. As a result, you’ll be able to better ensure that nobody’s needs are missed, counseling sessions and follow ups are more fruitful, and parents are kept of aware of anything going on while their child is in your care.