To track helpful or important details about a constituent, gift, or action, such as specific interest in your mission or special instructions for a gift, you can save notes on its record. With this information, you can connect with donors at a more personal level as you cultivate relationships and track lessons learned for more effective fundraising.

Tip: To save or link to a file such as an image, document, or web page, you can attach it to the record. For more information see Attachments.

Note: You can only save notes as text. Notes in the database view that include images don’t appear in the web view.