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:
- Navigate to your primary settings from the gear symbol in the top right corner of your manager dashboard.
- Select “Fund Management”.
- Select “+Add Fund” or “Edit” an existing Fund.
- Check the box to “Allow notes for this fund”, then add a label for your notes field.
- 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.