Donor Database

Notes and History

Record history in the system by the use of notes. Notes can be as simple and just a text input field. Custom note types can include user defined fields.

An example of a user defined note, is a contact note, with the following fields:

  • Date
  • Contact Method (Telephone, Mail, In Person)
  • Details (Text Area)
  • Follow Up Date

In this example a task would be automatically created for the follow up.

Capturing notes against a donor, gives a full history for them. Extract the spreadsheet later, for a date range, by note type.

All notes keep a record of date captured and who created it.