Miscellaneous Comments on Constituents

Miscellaneous Comments on Constituent Records

1.    To add Miscellaneous Comments about constituents; From the Background Information task category in CRM360, click Miscellaneous Comments.

2.    The Miscellaneous Comments screen displays on the CRM360 screen.

2.    Click Add.

3.    The Date defaults to today and cannot be changed.

4.    Select the Comment Type from the drop-down.

5.    Enter the Comment text in the text box.

6.    Click Save.