What are your note types?

Julie Hiland

Our current list of notepad types is the result of several data conversions and is messy and not at ALL useful for reporting.  For those who feel they have a well-constructed notepad types table, would you mind sharing?   Thanks!

Melissa Graves 2

Julie Hiland:

Our current list of notepad types is the result of several data conversions and is messy and not at ALL useful for reporting.  For those who feel they have a well-constructed notepad types table, would you mind sharing?   Thanks!

Which notes? Constituent notes, Action Notes, Gift Notes, Proposal Notes, Event notes, etc.?

Julie Hiland

Melissa Graves:

Which notes? Constituent notes, Action Notes, Gift Notes, Proposal Notes, Event notes, etc.?

Technicality.

Constituent notes.

Will deal with the others later. \

Sage Evans

Julie Hiland:

Technicality.

Constituent notes.

Will deal with the others later. \

 Agenda, Article, Athletic Update (we are higher education and track press releases on student athletes,) The Grand Views (the name of our student newspaper - when there is an article about a student, it is saved on the notes tab,) Contact Report, Donation Information, Assigned Donor Removal (used to track why a solicitor was removed from a specific donor,) and a few extra.  Does that help at all?