You're able to make notes on Contacts to help you keep track of activity or other comments on members of your community.
A few things you may want to note are:
- Significant dates for them, like birthdays
- In-kind donations
- Reasons why they have cancelled a recurring donation, didn't fundraise, etc
- Interactions you have with the contact outside of CauseVox (contents of emails, phone calls, or in person conversations)
Here's how you can make notes on contacts:
Step 1: Navigate to the Community section and search & select your contact.
Step 2: In the notes section on the contact card, select Add/View.
Step 3: Type your note and select "Add Note"