Donor Details
Donor Notes
Permanent Donor notes display next to the +Add button on the Donation record. These notes are from the Notes field on the Donor record in the Platform. This is a good place to put details that might help data entry. For example, "Bob has an adult son Bobby who lives with them. Ensure the right Bob is credited" or "Sandy always forgets to mark that she wants $50 to go to the Building Fund".
Donor Notes (Memo)
Donation notes are specific to the Donation. Add a Donor note using the Memo field located under the Amount on the Donation record. Use these notes to note something without slowing down processing. These notes save in the Donation record in the Platform. You can run the Selected Batch Notes report after processing to follow up or update. For example, "Possible New Address: 123 Main St, Central, MO" or "Memo mentioned Pledge, but Donor has no Pledges set up".
To view donation notes you created in the memo field, create a page view on the Donations page or use the Selected Batch Notes report on the Batches page.
Donor History
To see Donor history to help assign or distribute a Donation, click the icon in the Dist (Distributed) field of the donation record. Donor history includes dates, amounts, and/or programs. History displays the past five Donations, including Distribution details and Item Number, excluding those in an unfinalized Batch.