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Direct Response |
Data Management |
Analytics
Data Management
Notes Screen
- Notes Screens and Document Attachment allow users to add relevant notes throughout the Donor Record including on each financial transaction.
- Portfolio’s Notes functionality acts just like a word processor with complete text formatting functions (color, bold, italics, etc.)
- Notes can be categorized by various user-defined code fields
- Security is available to keep notes private
Use these buttons to learn more about Portfolio 
