CareNote Updates – November 2024

Last updated on Nov 29, 2025

Pastoral care teams collaborate better with tools built for churches—not spreadsheets designed for accountants.

This month's CareNote updates include enhanced team management with a new Volunteer role, expanded reporting capabilities with a redesigned Reports page, and significant Planning Center Online integration improvements. As always, we're committed to helping your care ministry teams respond more effectively and work more efficiently.

Core Platform Improvements

Enhanced Team & Volunteer Management

CareNote now supports a dedicated Volunteer role for email-only team members. This makes it easier to include volunteers in your care coordination without granting unnecessary system access—perfect for larger churches managing diverse care teams.

Care Group Organization

We've introduced a new Care Group management framework that helps you organize and track group assignments, responsibilities, and activity across specialized ministry areas. Keep your care teams coordinated and accountable with better visibility into who's serving where.

Smarter Contact Management

Phone numbers are now automatically standardized across the platform. This improvement reduces duplicate entries, enhances search accuracy, and ensures SMS notifications reach the right people every time.

Planning Center Online Integration

This month brought substantial improvements to our PCO integration:

More reliable syncing with enhanced token handling and webhook support
Better form submission processing from PCO
Expanded logging to help you troubleshoot issues faster
Fixed OAuth and sync errors that previously caused intermittent connection problems

These updates mean less manual troubleshooting and more time focused on care.

New Features

Personal Notification Preferences

Your team members can now manage their own notification settings. Everyone can choose what they want to be notified about and through which channels (email, SMS, or in-app), reducing notification fatigue while keeping everyone informed about what matters most.

Redesigned Reports Experience

The new dedicated Reports page consolidates all your reporting tools in one place with a cleaner layout and dark mode support. Generate, review, and download the insights you need with a more intuitive interface.

We've redesigned the multiuser dashboard with clearer metrics and more actionable insights. New team members also benefit from updated welcome screens and a Key Terms section that explains essential CareNote concepts, getting everyone up to speed faster.

Multi-Channel Notification System

A comprehensive notification framework now powers CareNote's alerts with support for email, SMS, and in-app notifications. New events tied to care requests, PCO syncing, and provider actions keep your team informed in real-time.

Enhanced Administration & Security

Better Account & Team Management

Force logout capability for administrators when needed
Improved delete account process that properly cleans up all related records
Enhanced multi-team handling for churches managing multiple campuses or ministries

Expanded Activity Tracking

Administrators now have access to more detailed activity logs, providing greater oversight and helping maintain account security across your organization.

Behind-the-Scenes Improvements

We've made numerous refinements to ensure CareNote runs smoothly:

Streamlined registration and invitation flows
Better handling of missing data to prevent workflow interruptions
More consistent display of names, dates, and labels throughout the app
Expanded automated testing to catch issues before they reach you

Thank you for your continued support and feedback. Your input is invaluable in helping us improve CareNote to better serve your pastoral care ministry needs.