How to Add a Note, Comment, or Memo to a Fund

1. Navigate to your primary Settings from the gear symbol in the top right corner of your manager dashboard.
2. Select Fund Management.
3. Select +Add Fund or Edit an existing Fund.
4. Check the box to Allow notes for this fund, then add a label for your notes field.
5. Click Save.

In the example below, the manager would like to capture the name of a memorial gift made.

If a donor selects the Memorial Fund, the Note field will appear.

Notes entered by the giver will appear on the Transactions page, Deposit report, and Form Responses.