Notes

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Notes allow you to add bits of information about a constituent that does not necessarily belong in a contact report. For example, if you get an email from a constituent regarding a change of address, in addition to updating their contact info, you might add a note to that effect to their record. Other example uses include a "Quotation" note type that might allow you to catalog interesting quotes about your organization from certain constituents.

Adding notes

You can add a note from the constituent details page by clicking on the Add note button on the constituent details page, in the Related activity area:

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Then you can fill out the note form, populating the note type and note content. You can also attach files to be uploaded, which will automatically be connected to the note and to the related constituent.

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It's also possible to set the access permissions and notifications for a note. Access to this note will be allowed only for users with the specified role, and email regarding the note will be sent to all selected team members. You can also configure sharing options to display this note on multiple related constituent records.

Custom note types

If you would like to add any custom note types, you can do so in Settings > Menu Items.

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