Documentation Summary

The Documentation Summary page provides all note information in the database related to this constituent - Revenue notes, Planned Gift notes, Interaction notes - so you can view and manage this information from one central location.

From this page, you can edit existing note information. Any note information you edit from this location appears in the related functional area. For example, if you edit a revenue note from the Revenue tab on the Documentation Summary page, this information also appears on the Documentation tab of the constituent’s revenue record.