Handling Note fields capture important information about a Constituent, Contact, or Donor. A Handling Note will appear as a banner on related records so the akoyaGO user is aware of pertinent information about the related Constituent, Contact, or Donor.
Please note that though this is similar to the functionality of a Fund Handling Note, this is a separate feature. More information on a Fund Handling Note can be found in the Adding a New Fund in akoyaGO Knowledge Article.
When to Use Handling Notes
As mentioned above, Handling Notes can be used to track important information about a Constituent, Contact, or Donor that you would like to be reminded of when you open a related record (such as a Request, Request Payment, Gift, Gift Payment, Fund, etc.)
Handling Notes can be used to track information about how the Constituent/Contact/Donor wants to be recognized or preferred method of communication (Some examples: This donor is highly anonymous, or Do NOT call Robert "Bobby," or Mr. Smith does not check his email - make sure to call him!)
In summary, Handling Notes are a place to enter important information about the Constituent/Contact/Donor that alerts akoyaGO users when they open a related record. Handling Notes are particularly helpful for employees who do not have the knowledge/past information about the Constituent/Contact/Donor.
How to Enter Handling Notes
Handling Notes can be entered on the Internal Information tab of a Constituent, Contact, or Donor record.
Constituent Example:
Contact Example:
Donor Example:
Handling Note Functionality
The Handling Note will display as a banner on the record, as well as any related record where the Constituent, Contact, or Donor is selected.
For example, here is a Constituent with a Handling Note.
It appears on the Constituent record:
But it will also appear on any related records where this Constituent is listed in a lookup field. For example, a Request that has this Constituent listed as the Applicant and/or Payee, a Request Payment with this Constituent listed as the Payee or Request Applicant, an Organization Donor record where this Constituent is listed as the Donor Constituent, etc.: