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. 

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

Click on 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 NeonCRM account pages. If you have the Document Center module enabled, you can also use this feature to attach documents to a record. 

After clicking on the Add/Note Document button, a pop-up window will open. You will then have the option to enter note text, choose the Note Type, and attach a document.

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


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 as Search Criteria in the Donation Detail Report
 
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. 

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.

System User Donation Notes can only be viewed by System Users. 

This field can be used a Search Criterion in Donation Reports as System User Donation Note. It is also available as an Output Column in the Donation Detail Report, as System User Donation Note.

Donor Note

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

Donor Notes cannot be added or edited by a system user when entering new donations or editing existing ones from the back end of Neon. 

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

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

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.

Social Fundraiser Comment is visible to System Users when viewing a donation record from the back end, in the same location as the Donor Note field.

The Social Fundraiser Comment Output 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. 

The Payment Note field can be viewed as an Output Column in the Transaction Report and Donation Detail Report.  

It is available as a Search Criterion in donation reports under the Transaction search tab.


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, as well as in Event Reports via the Event Note Output 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.

Once added, this event registration sticky note can be viewed from the event registration record detail page. It can also be viewed via the Event Registration Note Output 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.


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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