Organizing Notes
To better organize profile notes, a good idea to consider is to organize the notes on a profile by category as we did with the attached files update. A lot of times we go back to notes for the name things such as Grants, Profile Updates, Donations, etc.. Categorizing notes can definitely help us be more efficient and find what we are looking for in a faster more organized way.
Neil Rios
shared this idea
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Lorna Sandberg
commented
We were just talking about this - so hard to keep track of notes where there is a lot of activity otherwise.