Make A Note

You can quickly log a note to appear in a constituent’s profile, from any page in Fireside! Users can add multiple notes with attachments, while also having the ability to go back to an old note to modify or update content if needed.

Instructions

You’ll want to find and hover over the “+” button on the top left. Hovering over the button instead of clicking will produce the flyout menu with the option to Make a note, along with several others.

1. Select “Make a Note” from the flyout menu.

2. Type out the note content and attach any corresponding files (it is okay to go back to a previous note to attach a file later on).

3. Click on the green “Person” icon on the top right of that module to search for, or add, the constituent who you are creating the note for. To finish creating the note, you will need to click the “Make a Note” button after selecting a constituent.

4. You can later find the note at the top of the constituent’s profile.