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nicholas becker
Explorer
Jul 9, 2026 7:46 PM UTC

How do you record every contact and interaction you have with donors?

When we reach out to a donor we us the Note field on the record in order to link it to a follow up, Contact History, and Moves management if there is one created.

I dont see an article about this, or if anyone else uses this for this reason.

 

 

1 reply

rachel moody
Community Manager
Jul 10, 2026 7:14 PM UTC

Hey ​@nicholas becker, this is a great example of how to use notes to integrate with other features other than just pinning it to a contact record. I’m also flagging this so we can make sure to edit out help docs to include this, thank you!

Rachel at Bonterra