Using Contact History and Notes to Manage Procurement
Contact history and Internal Notes can be added to individual donor records and viewed by your entire team. In addition, Contact History can be added to multiple donors using the Bulk Edit option.
To enter contact history or notes into a donor record:
Add notes on the Add/Edit Donor form:
Add contact history on the donor detail form:
To display contact history and notes on your donor page:
How contact history and notes will appear on the Donor Page:
