Notes Tab

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Community > Contacts > Notes Tab

DonorSnap allows for an unlimited number of free format notes to be maintained for each contact.  The notes can be categorized and contain any text information.

Either type information into the text area or you can cut and paste from another document or email on your computer.

You cannot upload documents from your computer here (use the Documents tab to upload).

DonorSnap Functions as Notes

Both the One-off Instant Emails and those sent through Mass Email Campaigns will be stored as notes.

When you perform a Contact merge (Maintenance > Merge Contact) information regarding that merge will be automatically stored as a note.

Relevant Links:

Notes Report

 

Last Updated On July 23, 2018
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