Written by Dana Kinsey

Last published at: May 1st, 2019

You can Add a Note from various places within the system. When you add a note it will be associated with the Donor, Grant, Pledge, Opportunity, Payment, Donation, or Fund record that it was created within.

  • Access Notes via the Core column from the homepage.
    • Once in the notes page you may add filters if desired to help sort your results by clicking Filter Reports in the left side menu and then clicking Add Filter, also in the left side menu. 
  • Clicking the note ID number will take you into the note record.
    • From here you can edit it or delete it
  • Pick the hyperlinked note title in the Ref column to go directly to the record that contains the note
    • Selecting the Reference name will allow you find out more and/or take an action from the functional area.