In This Article:

    Add General Donation Notes

    In This Article:

      Notes pertaining to a constituent’s donations may be added in this tab. This is different from the Donation Notes that pertain to a specific donation.

      1. Select the Add Note button located in the lower right corner of the screen.
      2. Select the Purpose drop down arrow and select the purpose for the note.
      3. You can record the date and time of the note as well as the time spent recording information.
      4. In the blank section of the dialog box, type the note and then select the Save button.
      5. To open an existing note, double-click on the note to open or select the note and click the Edit button.  If changes are made to the note, you must select the Save button.
      6. At any time during editing, you may choose the Cancel button to revert back to the original data.
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