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.
Click Save.
Edit or Delete Notes
To edit a note:
Click Timeline.
Cilck the note to change.
Make any changes.
Click Save.
To permanently delete a note, edit the note and click Delete.