Need to gather more information about a gift to a specific Fund? Enable a note field to appear based on each Fund.
Select the Fund Management tab in the left navigation menu of your manager portal.
Select +Add Fund or Edit an existing Fund.
Check the box to Allow notes for this fund, then add a label for your notes field.
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.