You're able to make notes on Contacts to help you keep track of activity or other comments on members of your community.
A few things you may want to note are:
Significant dates for them, like birthdays
In-kind donations
Reasons why they have cancelled a recurring donation, didn't fundraise, etc
Interactions you have with the contact outside of CauseVox (contents of emails, phone calls, or in person conversations)
To add notes to a contact, follow the steps below:
Step 1: Navigate to Contacts then search for and select the desired profile.
Step 2: Select Notes at the top.
Step 3: Select Create Note on the right.
Step 4: Type in your note and Save. You can add videos hosted on a streaming site like YouTube or Vimeo, and you can upload graphics using the text editor.
