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

Need to gather more information about a gift to a specific Fund? Enable a note field to appear based on each Fund.

  1. Select the Fund Management tab in the left navigation menu of your manager portal.

  2. Select +Add Fund or Edit an existing Fund.

  3. Check the box to Allow notes for this fund, then add a label for your notes field.

  4. 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.




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