How to add a Note, Comment, or Memo

Need to gather more information about a gift to a specific Fund? You can quickly and easily enable a note field to appear based on each Fund.

To do so, follow these simple steps:

  1. Navigate to your primary settings from the gear symbol in the top right corner of your manager dashboard.
  2. Select Fund Management.
  3. Select +Add Fund or Edit an existing Fund.
  4. Check the box to Allow notes for this fund then add a label for your notes field.
  5. Click Save.

In the example below, the manager would like to capture the name of a memorial gift made.

If a donor selects the Memorial Fund, the Note field will appear.

Notes entered by the giver will appear on the Transactions page, Deposit report, and Form Responses.