Constituent Note Types
Hi everyone!
I am busy cleaning up a database and am dealing with over 75 Constituent Note Types. Obviously, I have a lot of consolidating to do! What standard Constituent Note Types work for your organization?
Lisa
I am busy cleaning up a database and am dealing with over 75 Constituent Note Types. Obviously, I have a lot of consolidating to do! What standard Constituent Note Types work for your organization?
Lisa
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Hi Lisa,
I think we can all understand your struggle! Our note list is under 20, with some being custom to our operation. Notes we cannot live without are:
Obituary
Biographical
Press/Media
Interest/Hobbies
Research
Best of luck with your spring cleaning!1 -
Reactivating this thread to say thanks for raising the question, @Lisa Saneda, and for your top 5 list, @Natalie Bousquet! I'd be curious what other note types various organizations are using- thanks for any suggestions!
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