Hey Megan - Notes and/or Tasks are a great option for this. They can be attached to any sort of record, so you might attach them to Profiles, or even within the 'Donor' or 'Grantee' designations with… (View Post)

Good morning everyone! My name is Marianne Plath and I'm a new Client Success Consultant here at Foundant Technologies. Prior to this role I spent many years working in the Finance Department at the … (View Post)