Updating Custom Notes on a Recurring Schedule | Scribe

    Updating Custom Notes on a Recurring Schedule

    • Lindsay Ruan |
    • 0 step |
    • 48 seconds
      Navigate to [https://gms.idonate.com/dashboard?dash=indicators](https://gms.idonate.com/dashboard?dash=indicators)
      Click "Donations"
      Click "Recurring"
      Click "COLUMN OPTIONS"
      Click "Custom Note 1" to add this column to your donations view (optional).
      Click here to exit the Column Options Window.
      Locate and select the schedule you want to edit.
      Click "Update Details" in the top right "Actions" window.
      Edit the Custom Note text in the "Value" field.
      Click "SAVE" to save changes and update the recurring donation. Click "REMOVE" to remove the note completely.

      Want to make guides like this in seconds? Yes, it's really that fast.

      This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe