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home/Knowledge Base/Donors/Adding Notes to a Donor’s Profile

Adding Notes to a Donor’s Profile

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Go to your donor’s profile and scroll down to the bottom of the page:

  1. Click on the Summary tab
  2. Write your note for the donor.
  3. Save the note.
Adding Notes to a Donor’s Profile - Note Section

Notes for donors can be saved, edited and deleted.

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Donors
  • Adding Notes to a Donor’s Profile
  • Donor Capture Forms
  • Requesting Information From Donors
  • Viewing all Receipts for a Donor
  • Searching for Donors
  • Managing Donor Categories (Tags)
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