The lower section of the Impact tab provides a space for Impact Updates. This space allows field staff to communicate successes, milestones, and other news about a project. These updates can be shared with project givers to help keep them engaged. Just type in your note text. Notes are automatically added using the current date -- use the "Override Note Date" field if you'd like to select an alternative date. Click the drop-down below and you'll see there are three choices:
- General Update - Used for most field updates
- Update from giver - Used to store letters from givers, primarily for sponsorship organizations
- Update for giver - Used to store letters from a sponsored individual to their sponsor
For these last two options, a search box will appear to connect the update with a specific giver.
Below the Type drop-down, you'll see a search field that allows an update to be tied to a specific Project Goal. Just start typing to search for a specific Goal. And finally you'll see a space to attach PDFs or other files. Especially for sponsorship organizations, you may have physical notes to attach to giver updates.