Working with Notes | FundCentre Fundraising

1. From the Connect menu, select Notes.
2. Click Add Note.
3. In the Topic field, enter the subject of the note.
4. In the Body field, enter the note text.
5. (Optional.) In the Note Category field, enter the category of the note.
6. In the Links section, click Add Link.
7. In the Entity field, select the type of entity to which this note applies: document, campaign, company, contact, document, fund or investor.
8. In the Select field, select the specific entity to which to link this note.
9. Click Link.
10. Click Save. The note will be listed in the Notes tab of the entity.

You can bulk upload notes using an Excel spreadsheet. A template is provided that you can download and update. There is no limit on the number of notes that you can upload, however, the maximum size for the upload is 1GB.

1. From the Profile menu, select Bulk Actions.
2. Click Bulk Upload.
3. In the Upload Name field, enter a name for the upload.
4. In the Upload Type field, select Notes.
5. If you have not already done so, download and complete the template.
   • Click Download Template.
   • Open the template and add your notes information. Required fields are indicated by an asterisk. Click the Template Format tab for details about completing the template.
   • Save the changes. This is the file you will upload.
6. Click Select File to Upload.
7. Navigate to the file and click Open.
8. Click Upload. You can view the status of a bulk upload on the Bulk Actions page.
9. A status page is displayed. The following options are available:
   • Download Error File - This option is available if errors were found in the upload.
   • Download Original File - Lets you download the file that was uploaded.
   • Rollback - Rolls back the upload. Click Confirm to continue.

1. From the Connect menu, select Notes or click on the note in the Notes tab for the entity.
2. Click the note.
3. Make any changes and click Save.
4. (Optional.) To bookmark the note, click the bookmark icon in the Bookmark column for the note.

1. From the Connect menu, select Notes.
2. Click the note.
3. From the three dots menu, select Delete.
4. Click Confirm.

You can export data in CSV format and then download it from the Exported Items page. Exporting the data allows you to customize reports in Microsoft Excel.

1. From the entity grid of the entity that you want to export, click Export. 
2. In the Exported Items page, click the name of the export that you want to download.