Add Note Log to One Profile
- Click the person icon at the top of the screen and type the person’s name into the Quick Search bar.
- Click on the person’s name from the list that appears.
- Click on the “Communications” tab
- Click on the “Note Log” sub-tab
- In the “Add a Note to the Log” section, enter your notes in the “Entry” box
- Select the modules associated with the note (this will determine the administrators that will be able to see the note)
- Click the [Save] button
- Check the box confirming you wish to add the permanent note to the donor profile
- Click the [Save] button
Add Note Log to Multiple Profiles
- Go to Communicate, then click on “Log Notes”
- Search for the desired profiles
- Optional: For search results of less than 1000, open the “Search Results” section if you want to de-select any names that are listed
- In the “Add a Note to the Log” section, enter your notes in the “Entry” box
- Select the modules associated with the note (this will determine the administrators that will be able to see the note)
- Click the [Save] button
- Check the box confirming you wish to add the permanent note to the donor profiles
- Click the [Save] button