Using the Admin - Member Notes Page

The Member Notes page allows you to view and edit notes made on for specific project members added by yourself, fellow administrators, and project members who have granted limited or advanced access.
The Member Notes List allows you to see all the personal notes you have made about your various matches in one fabulous location. This page brings order and sophistication to your research by allowing you to filter and review your valuable insights, making it simple to keep track of important research details about your genetic connections.

Accessing the Member Notes Page

To access this page:

1. Sign in to your GAP account by entering your Project Administrator username and password.
2. On the navigation bar, hover your cursor over Reports > Member Reports, and click Member Notes on the drop-down menu.
   
   OR
   
   In the lower section of your dashboard, in the Member Reports section, click Member Notes.
   You are directed to the Member Notes page.

Controls and Columns

The Member Notes page contains the following information and tools:

1. Show/Hide Advanced Filter – Click to display additional filter options including Name and Note.
2. Export Spreadsheet – Click to export the Member Notes table to a comma-separated value (CSV) spreadsheet.
3. Project Selection –  If you are an administrator or co-administrator for more than one project, use this drop-down menu to toggle between different project.
4. Name – Allows you to filter/search the table by member name.
5. Note – Allows you to filter/search the table by keywords found in notes. These notes include those made by yourself, fellow Administrators or Co-Administrators, or the project member. 
   Note: Notes made by administrators or co-administrators are visible to each other, but NOT to project members. 
6. Run Filter– Click to filter your matches based on criteria listed in the Name or Note field. 
7. Kit Number – Project member’s kit number that was assigned with their first order. You may click on the kit number to view their results if they have set their Account Settings Project Preferences Group Administrator Access level to either Limited or Advanced.
8. Name – Name of the project member provided on the project member’s FamilyTreeDNA account Contact Information tab.
9. Note – Information added by by yourself, fellow Administrators or Co-Administrators, or the project member. 
   Note: Notes made by administrators or co-administrators are visible to each other, but NOT to project members. 
10. Notepad icon – Click this button to edit or delete the note.

Each column may be sorted in ascending or descending order. To sort in ascending order (A->Z or 1->10), click on the column name once. To sort in descending order (Z->A or 10->1), click on the column name twice. You may download the report table by clicking on the Export to Spreadsheet button.