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Update Donor Notes

Update Donor Notes allows you to add text to the Notes field found on the main page of the name record for a group of names. Click on the Gear icon at the top of the page then click on Update Donor Notes.
 
 
First create a Name Segment to identify the names that will get the note. Type the content of the note then click on Update Notes in the Quick Actions section. Denari will add the content of the Note field to the existing notes in each name record.
 
This cannot be reversed.
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