Note Fields

Contents
Account Note Fields
Donation Note Fields
Payment Note
Event Note Fields
Membership Note Fields
Activity, Solicitation, and Grant Notes
Time Sheet Notes

Account Note Fields

There are two types of notes found on an account page:

  1. Sticky Notes
  2. Notes/Documents

All account notes can be viewed from the Account Note Report

Account Sticky Notes

Add an Account Sticky Note by clicking the Note button in the top-right corner of an account page. 

add_note_button.png

To add another sticky note to an account, you need to click the + New button on the existing note. 

click_new_note.png

Click the pen and paper icon to Edit an existing sticky note. Delete it by clicking on the trash can icon.

edit_note.png      delete_note.png

The X in the top right will hide the note as you view the account page. You can display the note again by clicking the Note button or reloading the page.

Notes/Documents

The Notes/Documents section is found on a NeonCRM account page. You can use this to attach documents to a record as well. All notes added in this section will display underneath the Notes/Documents heading.

add_note_doc.png

Clicking that button opens a pop-up window where I can add the note text, choose the Note Type, and attach a document if you like. 

new_note.png

When you add a new Note/Document, you will be able to specify the Note Type. Configuring Account Note Types.


Donation Note Fields

There are a few note fields you may encounter while adding donations to NeonCRM:

  1. System User Donation Note 
  2. Donor Note
  3. Social Fundraiser Comment
The different types of donation notes are available as output columns in the Donation Detail Report, as shown in the image below. System User Donation Note, Donor Note, Donation Social Fundraiser Comment, and Payment Note are also available search fields in the Donation Detail Report

donation_detail_report_notes.png

System User Donation Note

The System User Donation Note field is found by clicking on the note icon in the top-right corner while adding or viewing a donation. This will also populate the Detail column found on the Donation Tab's Home/Dashboard screen. 

add_note.png

System User Donation Notes are visible from a donation record as well as from a Neon account page under the "Note" header of the donation history section.

donatino_history_donation_note.jpg

System User Donation Notes can only be viewed by system users. 

This field can be searched in Donation Reports as System User Donation Note.  

A donation note can be viewed in the "System User Donation Note" column in a Donation Detail Report.

Donor Note

The Donor Note field is filled in by your constituents when included on your front-end donation forms, as shown in the example below. 

donor_note.jpg

Donor Note cannot be added or edited by a system user when entering a new donation or editing an existing one from the back end of Neon. 

Donor Notes can be viewed by system users on the donation record itself under Donor Note. 

donor_note_donation.jpg

They are also visible from an account page under the "Note" header of the donation history section, as shown in the example below. 

donatino_history_donor_note.jpg

This field can be searched in Donation Reports as Donor Note. A donor note can be viewed in the "Donor Note" column in a Donation Detail Report.

Text entered into this field can be included in the Donation Appreciation System Email using the <<Donor Note>> email token. 

Social Fundraiser Comment

The Social Fundraiser Comment field is the text entered into the Donation Message field on a Social Fundraising Donation Form, as shown in the example below.

sf_comment.png

Donor Note and Social Fundraiser Comment are both visible to system users when viewing a donation record from the back end.

donor_note_and_sf_comment.png

The "Social Fundraiser Comment" column can viewed in a Donation Detail Report.


Payment Note Field

All transactions in NeonCRM (i.e., donations, memberships, event registrations, and store purchases) have the Payment Note field. This note is only accessible to system users entering transactions from the back-end.

System users can enter a Payment Note from the checkout (Payment Method) page as shown below. 

Text entered into the Payment Note field appears on a transaction record under the Payment Information section. 

Text entered into this field can be included in the Donation Appreciation System Email using the <<Payment Note>> email token. 

payment_note.png

The Payment Note field can be viewed in a Transaction Report and Donation Detail Report.  A payment note can be viewed in the "Payment Note" column in a Donation Detail Report.

It's available as a search criteria in donation reports under the Transaction search tab.

payment_note_criteria_under_transaction_category.png


Event Note Fields

The Event Note field is found by clicking on the note icon in the top-right corner of an event page. This note can be viewed from the Event Detail Page and in event reports under the "Event Note" column.

The Event Registration Note field is found by clicking on the note icon in the top-right corner while viewing, editing, or processing a new event registration from the back-end of Neon.

event_reg_note.png

Once added, this event registration sticky note can be viewed from the event registration record detail page. It can also be viewed from the "Event Registration Note" column in Event Registration & Event Attendee Reports.


Membership Note Field

The Membership Registration Note field is found by clicking on the note icon in the top-right corner while viewing, editing, or creating a membership registration from the back-end of Neon. Once added, this membership sticky note can only be viewed on the membership record detail page, and is NOT available in reports.

add_mem_note.png


Activity, Solicitation, and Grant Notes

The Activity Note field is a standard field that is visible when creating or editing an Activity. You can view this field on the activity detail page, or in Activity Reports as the column Note.

The Solicitation Note field is a standard field that is visible when creating or editing a Solicitation. You can only view this on the Solicitation detail page. Solicitation Note is not available in reports.

The Grant Note field is a standard field that is visible when creating or editing a Grant. You can only view this on the Grant detail page. Grant Note is not available in reports.


Time Sheet Notes

A Project Note is found by clicking on the note icon in the top-right corner of a Project detail page. It is only accessible on this page, and is not available for reporting.

A Time Sheet Note is found by clicking on the note icon in the top-right corner of a Time Sheet detail page. It is only accessible on this page, and is not available for reporting.

Group Note is found by clicking on the note icon in the top-right corner of a Group detail page. It is only accessible on this page, and is not available for reporting.

 

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