Log your interactions with donors and other contacts by adding a note to the contact's profile.
To add a note to a contact profile follow these steps:
- Login to https://4agc.com as a Nonprofit User.
- Click on Contacts on the left menu.
- You will see a list of all your contacts.
- Find the contact in the list.
- Click the row of the Contact you wish to add a note for.
- You are now seeing that contact's profile.
- On the left of the profile, you'll see Notes with a text box underneath.
- Type your note in the box.
- Click the button Add Note.
Please note: Should you need to edit or delete your note simply mouse over the note and Edit and Delete links will appear.