Notes

Write freeform notes to help you know exactly where your relationship stands.

DonorSnap makes it easy to document details of discussions, meetings or important information about a contact that might not fit easily into a short text comment field or one of your user defined fields. The notes section allows you to add free form notes using our text editing system. These notes can be categorized and contain up 1000 characters of information. You can cut and paste information into notes from your email system or other documents.

Unlimited History

You can quickly view all note history for a contact by reviewing their notes in the grid view. Like all DonorSnap grids, you can sort and filter notes with the grid tools.

Easy To Enter

Entering a note into DonorSnap is as easy as using any word processor. Click to add a new note and begin typing, or cut and paste the information you wish to retain.