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Contact : Notes
Jamie Beliveau 12/9/2024 6:36:00 PM

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.


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.



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