Add Notes to a Constituent

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Notes can be added to a constituent profile for future referencing. Notes are internal only and can be modified at any time. There is no character limit.

Instructions

  1. Sign in to your site

  2. Navigate to the Constituents tab: Constituent tab.

  3. Use the Search Constituents field to search for the constituent by name: Constituent Search bar and results.

  4. Click to select the desired result: Search Constituents Results.

  5. Click the Edit icon in the Notes heading: Notes Section Edit button.

  6. Input any note(s), then click the blue checkmark icon to save: Input Notes in the Notes field then click the checkmark icon to save.