Patron notes in the Patron Manager?

Is there a way to put a not on a patron’s “account”? I’d really like to know some information going forward each month. A simple notes field in the Patron Manager page or something similar would be very helpful. In fact more info, such as CRM data would be fantastic.

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Hey @raddu76, great idea! We’re currently working on an overhaul of the Patron Manager and a notes section is on the list of things to add (along with a number of other ways to more easily identify and communicate with your patrons). I don’t have a timeline for this yet but it’s commmmming. :slight_smile:

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Thanks for the quick reply Ellie, I look forward to the feature whenever it comes.

Yes a CRM type thing would be great :smiley:

Hmm, a CRM type thing? WE’RE ON IT! This is just the foundation, but I assure you notes (and a lot more) are already on our list. You can get to the beta feature in Patreon by going to Patrons > Relationship Manager.

Read more about it: https://patreon.zendesk.com/hc/en-us/articles/115002734946-BETA-Patron-Relationship-Manager-PRM-Overview

Leave feedback!: https://www.patreoncommunity.com/c/patreon-product/prm-beta

Hi all!

Just wanted to let you know there’s now a “Notes” field in the Patron Relationship Manager beta. We’ll be working on making it even more useful soon.

Best,
Erin

Fantastic, I’m excited for this feature and can’t wait to see what you have lined up.

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I found it and immediately made use of it, such an essential feature! :smiley: