How to Add a Note, Comment, or Memo to a Fund

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.