Add a Note


Written by Nick Miles

Last published at: March 29th, 2019

Notes can be added to individual records throughout CommunitySuite. If a record is associated with a unique ID or number, the option to Add Note will appear in the left-side menu.

  1. Click Add Note from the left-side menu.
  2. Complete all applicable fields:
    • Date
    • Fund
    • Note Type
    • Sticky
      • Check the box to place the note at the top of the Notes window within the associated record (i.e. Profile, Grant, Donation, etc.).

  3. Click Add Note.