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  3. Notes and Tasks

Notes and Tasks

Manage your next steps with donors and keep track of past communications or other activities

  • How Do I Create a Contact Note?
  • How Do I Create a Task?
  • How Do I Create an Automated Task?
  • What Can I Do on the Task Board?
  • How Do I Complete a Task?
  • How Do I Create Custom Note Types?
  • How Can I Attach a File to a Contact Record?
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