Using Contact History and Notes to Manage Procurement
Contact history and notes can be added to individual donor records and viewed by your entire team.
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:
Add History to Contact Form
1. Provide relevant info.
2. Save.
To display contact history and notes on your donor page:
How contact history and notes will appear on the Donor Page:
