The Notes report will list all notes for your contacts based on the Note Type selected within the provided date-range.
Remember that the Notes will auto-generate with Mass Emailed Campaigns and Contact Merges. Take those out of the Note Type selection if you do not want to view them on the report.
Export to Excel will provide the same information, as well as Contact information such as Address, Phone, in spreadsheet form.
DonorSnap allows for an unlimited number of free format notes to be maintained for each contact. The notes can be categorized and contain any text information.
Either type information into the text area or you can cut and paste from another document or email on your computer.
You cannot upload documents from your computer here (use the Documents tab to upload).
Tag Users to Email a Copy of the Note
Stay connected with your team by tagging them in notes they need to see. The system will send the note by email to everyone tagged in the note.
In the Text Editor toolbar of a new note, click the “Tag a person” box. Choose who you want to tag in the note and when you click save, the system will automatically email that person. All of your site users and organization contacts will show up in that list.
If the person you want to tag isn’t a DonorSnap user, then you can manually tag them by typing an @ and then putting parentheses around the email address. It will look like @(joesmith@blackbearcommunitycenter.org).
Use the Instant Email feature to send a quick email to a Contact in your database.
This email will be sent over DonorSnap servers, however you enter your From email address so any Reply will return to your email address.
These emails will also be saved as Notes upon sending.
