Edit a Note on a Donor Record

This article provides steps to Edit a Note on a Donor's record.

Here are the steps:

1. From Giving go to Accounts. 
2. Click on the Account to open and see the desired Account Detail Screen.
3. Click on Notes in the main menu.
4. On the Notes card click the Ellipses (3 vertical dots) for a drop down menu. 
5. Select Edit

6. Edit 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.

 

 

 

 

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