To add internal notes for your donor records, please log into your Donorbox account and click on the Donors tab on the left of the screen. This will display a list of all your donors in a table format. Click a donor's name to view their profile.
Click the "Edit" button below Donor Notes. A 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 window where you can make your edit. Hit "Save" when you are done.
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