Notes hold bits of information about constituents that don't fit into your normal data tracking fields. For instance, you might add a note about your research about the constituent, an award, or life events. Notes help you stay current with your constituent's life, needs, and interests.
Add custom fields and attachments to notes to track grants or prospect management.
Notes appear on the timeline with a pencil icon. They show the date and part of the note text. Click a note to view more details.
Add Notes
To add a note to a constituent:
In the header, click the down arrow.
Select New Note.
In the Note box, enter your note.
To pin this note to the top of the constituent profile, enable Pin this Note. To unpin this note from the constituent profile, disable this option.”
Click Save.
Note: Each constituent profile can only have one pinned note at a time. If you enable Pin this Note on a different note, it replaces the currently-pinned note.
Edit or Delete Notes
To edit a note:
Click Timeline.
Click the note to change.
Make any changes.
Click Save.
To permanently delete a note, edit the note and click Delete.