- Understanding Partners in Aegis CRM
- Create a New Partner Record
- Partner Notes
- Locate a Partner
- Manage Addresses
- Manage Pledges
- Manage Bequests
- Manage Annuities
- Mark a Partner as Deceased
- Set "Do Not Contact" Flags
- View a Contribution Match
- Custom Flags
- Validate
- Locate Transaction
- Refund Transactions
- Merge Partner Records
About Partner Notes
UNDER REVIEW
Partner notes, if created, are visible directly below the address block. Aegis CRM provides an extensive note system for tracking many details about a given partner. Aegis CRM allows an organization to have an unlimited number of notes on each partner record, set specific notes to be marked as private, as well as set follow ups and email reminders about the follow ups.
If no notes have been added to a partner record, the Notes section will be as follows:
If notes have been added to a partner record, the Notes section will be similar to the following:
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