Edit a Note on a Donor Record

This article explains how to Edit a Note.

  1. From Giving go to Accounts.
  2. Click on the Account to open and see the desired Account Detail Screen.
  3. Scroll down to the Notes section.

4. On the Notes card click the Ellipses (3 vertical dots) for a drop down menu. 
5. Select Edit
6. Change the content. 
7. Select Save.

Notes can also be Added and Deleted.

Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.


Was this article helpful?