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)

Here's how you can make notes on contacts:

Step 1: Navigate to the Community section and search & select your contact.

Step 2: In the notes section on the contact card, select Add/View.

Step 3: Type your note and select "Add Note"

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