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 Contacts section and search & select your contact.
Step 2: Select Notes in the top navigation.
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.
