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Seeing notes in contributions
Posted: Wed Feb 29, 2012 1:29 pm
by TBCgunni
Is there a way to view notes that are entered into a specific contribution entry for designations?? You can see them under the contribbutors record but is there a report to pull up for say a month and see where that contribution is going to?? Thanks - Elida Jacobs
Re: Seeing notes in contributions
Posted: Wed Feb 29, 2012 5:48 pm
by NeilZ
elidajacobs wrote:Is there a way to view notes that are entered into a specific contribution entry for designations?? You can see them under the contribbutors record but is there a report to pull up for say a month and see where that contribution is going to?? Thanks - Elida Jacobs
If you have designations setup in Contributions, there is a Designated Contributions report in v11 & 11.5.
However, if someone enters notes when using the Contributions Entry I think the only way you can view them is by using the
Posted Contributions Report. You can specify a range of dates you want to pull on, but it also includes the contributor's name & envelope number.
Other than that, you may have to create a custom report. I'll need to take another look at the built-in reports to be sure.