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The Notes module is used to
record information that may be useful to the next gifts
discernment committee. Notes may be general or may be
linked to a category, task, and/or individual. Various
reports are available. |
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Click on a number for
additional information |
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| 1. |
The General Notes tab allows
for creating, editing, and reporting on general notes about the
process. |
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| 2. |
The Add Specific Notes tab
allows for the creation of notes linked to a name, a category,
or a task. Notes can easily be created by right-clicking
on a name in the Category Results
module. |
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| 3. |
The View Specific Notes
provides a way to select and view notes and create reports based
on various criteria. These notes can provide a record of
the contacts made by the previous gifts discernment committee. |
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