Ways to view memo notes added by online donors and offline data entry team members
You can view memo field notes in one of two ways:
Gift Search Report
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Login to the Vision2 admin portal and navigate to: Data Entry > Gifts
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Click on Advanced Search (if you are not already in the advanced search screen)
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Enter your search criteria and click Search
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Scroll down and click the Download Information button
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The last column on this report is titled: Gift Note
Designation Report
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Login to the Vision2 Admin Portal and navigate to Finance > Designations > select your designation type (Funds, Campaigns, General Designations, etc.)
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Click on the name of your designation (General Fund, Tithes, etc.)
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Click on the Reports button in the upper right hand corner
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Making sure you are on the Giving History tab, click the Download Information button
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the last column on this report is titled: Gift Note