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Adding Notes

You can enter and maintain notes for a specific gift or pledge in the Notes tab on the Enter and edit gifts window.

You can view notes that have been entered for a gift or pledge in the Notes window (select Customers, open the donor record, select the Fund Raising tab, click Details, select the Pledges or Gift tab, and click Notes).

In This Section

Enter and edit gifts window - Notes tab

To enter a Note to a gift or pledge

See Also

Gifts and Pledges

Gifts and Pledges Overview

Entering a Single Gift or Pledge

Editing Gifts and Pledges

Viewing Gifts and Pledges

Deleting Gifts and Pledges

Using Rapid Gift Entry

Adding a Donor Record

Sending a Customized Acknowledgement Letter

Entering Memorials and Tributes

Entering Split Gifts

Entering an Installment Pledge

Entering Matching Gifts

Checking for Duplicate Records

Issuing Reminders and Thank You Letters at Gift Entry


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