Updating or removing a note

Notes and Interactions recorded in the activity history for a volunteer can easily be updated or removed.

Updating a note

To update a note, when viewing a volunteer locate the note you want to update and click the arrow then Edit.

A new window will then be displayed in which you can update the note. Once updated, click Save.

Removing a note

To remove a note, when viewing a volunteer locate the note you want to remove and click the arrow then Delete.

A warning will then be displayed to confirm you want to remove the note, click Delete to proceed.

System generated notes (e.g. Record Updated) cannot be updated or removed. In addition, emails cannot be updated, only removed from the activity history.