Opportunity Notes

Create a Note from an Opportunity

1. Navigate to Fundraising and click Fundraising or Grant Management on the navigation bar. 
2. Click Opportunities on the navigation bar.
3. Click the opportunity to which you want to add a note.
4. Click Add in the opportunity's Notes card.
   
   
5. Enter the Create Note applicable information, and then click Create. Asterisks indicate a required field.
   • Label 
   • Date - The date the note was created is commonly used here.
   • Details - Additional information about the note that is not given in the label.

Create a Note from the Notes Page

1. Navigate to Fundraising and click Notes on the navigation bar.
2. Click Create.
   
   
3. Follow step 4 from above to create a note.
4. Click the note from the list.
   
   
5. Search for the opportunity to which the note will be added in the Opportunities area, and then select the opportunity from the drop-down list.
   
   

Whether a note is added directly to an opportunity or through the notes page and then added to an opportunity, the newly created note can be found in the Notes card of the opportunity profile.

View and Edit a Note from the Notes Page

1. Navigate to Fundraising and click Notes on the navigation bar.
   • Filter the notes based on a start and end date range of when the note was created and active/inactive status.
   • Click the column headers to sort the notes.
2. Click the note label.
   
   
3. Click Edit.
   
   
4. Make edits to the note, and then click Save.

View and Edit a Note from an Opportunity

1. Navigate to the opportunity with the attached note.
2. Click the note in the opportunity's Note card.
   
   
   
3. Follow steps 3-4 from above to edit the note.