Annotate on Fund records

Cynthia Hornbeck

I have a couple of funds I have to remember to process the gifts going to them differently than I do all my other gifts.  I was hopping that if I put an Annotation on the fund a message would pop up like it does when you put an Annotation on a Constituent record, but it did not.  I was wondering if just didn't have something set up correctly or if anyone else would have a work around for something like this?

Austen Brown

Hi Cynthia Hornbeck‍ - I don't think this is possible, but you can reach out to chat support to check in case is possible.  In the meantime, I would recommend that you have sheet you can reference while doing gift entry near your computer.