Alerts on notes
Could an update be made to allow users to add note options? For example, it would be good to add "Communications" as one - eg, "See Steward" or "See Director", or "Planned Gift" etc.
3
votes
Jennie Dawes
shared this idea
Here is a link to the article that explains how to create different note types: https://support.foundant.com/hc/en-us/articles/4404659597975
