Contact : Notes
Overview
The Notes section of CharityEngine® can appear in multiple places across the system. One of the easiest places to purposely access Notes is People App > Notes > Go.
Article Sections
The Notes screen will look like the sample screen below. Use the basic filters to find a note you are looking for. Use the Advanced Filter to search more specifically.
Click Create New to create a new note from this screen.
Create New
General Tab
From the Contact record, navigate to the Notes tab and click create new to initiate a new note to the contact record.
Donations Tab
Notes can also be associated at the individual transaction record.
Phone Number: Manage Phone
Notes can also be stored directly on attributes such as a donor's phone record.