- Log into The Raiser's Edge mobile app.
- Press Search.
- Search and open a constituent record in app.
- Press Notes.
- Press Add Note.
- Press on drop-down beside Type to select Notepad Type.
- Enter note details including Title, Description, and Notes.
- Press Save or press menu button then select Save.
- Saving the note returns you to the constituent record Notes section. The new note should be visible in the app and will sync shortly to full Raiser's Edge database.
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