1. Open the Constituent record and select the Documentation and Interactions tab
  2. Select the Constituent Documentation sub-tab
  3. Click Add Note
  4. Choose the note type from the drop down menu and add in the note text
  5. Click Save
  6. Click the arrows next to the note to expand it, then click Notification
  7. Set an end date for the notification, if desired.
  8. Mark the checkbox for "Display in notification window"
  9. If you would like the notification to appear when the constituent is added to a transaction in Daily Sales, mark the checkbox for "Display in Daily Sales"
  10. Click Save