We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.
Add Notes to a Constituent
Updated:
Notes can be added to a constituent profile for future reference. Notes are internal only and can be modified at any time. There is no character limit.
Instructions
Navigate to the Constituents tab
Search for the Constituent, then select the desired one
Select the Edit icon
Input any note(s), then select the grey checkmark to save
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