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Required Rock Version 12.0
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Imagine you want to contact everyone in a care group and ask them a couple questions about the group's impact on their life. Or you have a serve team that you want to call and ask how you can better support them. This block was designed just for those scenarios!
This block allows you to quickly enter notes for people or group members. With it's lava customizable person information, you can display any information that might be helpful during the contact. You can also set default note text so that your team has the questions in front of them every time. You have the option launch a workflow after each note is entered.