Edit a Note on a Donor Record
This article explains how to Edit a Note.
- From Giving go to Accounts.
- Click on the Account to open and see the desired Account Detail Screen.
- 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.
Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.