How To Add Notes On A Contact (Legacy)
Candace Cody avatar
Written by Candace Cody
Updated over a week ago

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.

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