Move a Note

At this time, Notes can only be moved among Profile Designation Records (i.e. Donor, Student, Customer, etc.).

  1. Locate the Note you want to move.
  2. Click on the Note ID number.
  3. Select Move from the left-side menu.
  4. In the Note window, click in the box to the right of Ref.
  5. Select a Profile Designation to move the Note to.
    • Note: If a certain Profile Designation isn't listed, you will need to Add it to the Profile Record.
  6. Click Update. 

Was this article helpful?