How to view or add account notes for a donor

Karen Coons -

1.) Login to your account and click on the Donors tab.  Find the donor you would like to view notes for, then click the Edit button.

2.) Click on Contact History over to the left-hand side of the page.  The account notes are shown under Notes.  To view a note in its entirety, just click the View button, and to add a new note, you can use the section at the bottom, then save it by clicking Add Note.

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