Add a note, set a due date, move on.
Notes, priorities, and contact logs live on the member profile. No separate queue, no context lost.
People / Follow-up
Match the request to the right person.
First-time guest card
Sunday formNew contact matched to a person record and queued for follow-up.
Selected person
Nadia Obasi
First-time guest
Household
Green family
Last check-in
Sun · 9:12 AM
Open follow-ups
2
Notes
3 recent
Call today, add a note, and mark the follow-up complete once the contact is made.
