Adding Miscellaneous Comments about a Donor

To add miscellaneous comments about a donor:

1.    From the Donor Information task category in Donor360®, click Miscellaneous Comments.
The Miscellaneous Comments screen displays on the Demographics tab, as shown below.

2.    Click Add.

3.    Select the Comment Type from the drop-down.

4.    Enter the Comment text in the text box.

5.    Click Save.

6.    To view all the comments for this customer select the View All Comments button, as shown below.

Click the Main Page link to return the overview donor information screen.

Special security has been implemented to prevent unauthorized staff from deleting comments records. The access point "MISCCOMMENTSDEL" should be assigned to security groups who will have the authority to delete these records. Access points can also be created to secure a Comment Type to a particular security group (staff department). Assign a new access point on the System Types and Codes screen, adding the Access Point to the comment type code. For more information, please see Adding System Codes.