Reports > Notes > Notes Report
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.
DataMiner Platinum Overview (for building your own custom Notes report)
Community > Contacts > Notes Tab
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).
DonorSnap Functions as Notes
Both the One-off Instant Emails and those sent through Mass Email Campaigns will be stored as notes.
When you perform a Contact merge (Maintenance > Merge Contact) information regarding that merge will be automatically stored as a note.
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.
Continue reading “Instant, One-Off Email to a Contact”