Enable Gift Notes for an Existing Fund

This article provides steps to enable the notes feature for an existing fund to allow Donors to create notes on a gift.

Steps to enable the notes feature for an existing fund:

1. From Giving go to Funds.
2. Select the Fund from the list and click to open see the Fund Details card.
3. On the Fund Details card click on the ellipses (3 vertical dots) and select Edit Fund Settings.

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4. On the Side Sheet check the box that says Allow Donors to create notes on a gift.

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5. Click Save to process.

*Note that the Fund Details Card now says Yes next to Notes Enabled.

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


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