How to Add Internal Notes for Donor Records

To add internal notes for your donor records, please follow these steps:

Step 1

Log into your Donorbox Org account and go to your dashboard.

Step 2

Click on the Donors tab at the top of the screen. This will display a list of all your donors in a table format. You will see a column called "Notes". This is where you can enter your notes.

Step 3

Click the "+ Add Notes" link next to the record to want to make a note about. A popup window will be displayed. Type in your note and hit "Save". Your note will be saved and displayed.

To edit your notes, follow Steps 1 and 2. Then click the Edit icon below the note, as shown below. The existing note will display in a popup window where you can make your edit. Hit "Save" when you are done.