How to Add Internal Notes for Donor Records

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

1. Log into your Donorbox Org account and go to your dashboard (https://donorbox.org/dashboard).

2. Click on the Donors tab at the top of the screen. Or you can click here - https://donorbox.org/org/donors. 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.

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.