Adding and Editing Notes

You can apply, edit, or delete notes on a donor’s profile to keep track of important interactions or updates.

How to Add a Note

1. Navigate to the Donor’s Profile – In your Organizational Dashboard, go to the People tab and select the donor's account.
2. Go to the Notes Section – Scroll to the Notes area in the secondary menu.
3. Enter a Note – Type your note in the text field and click "Add Note."
4. Confirmation – The note will be saved with your initials and a timestamp for reference.

How to Edit or Delete a Note

• Edit a Note – Click the pencil icon, modify the text, and save the changes.
• Delete a Note – Click the trash icon to remove the note permanently.

For further assistance, visit ministrydesigns.com or email support@ministrydesigns.org.