When adding a constituent notepad, date and type are required fields and must contain text in the notes field in order for the record to be created. Note that you can only use Note Types linked to Proposal Notepads.
Proposal Notepad Mapping
Importacular User Guide
- Overview
- Installation and Activation
- Settings
- Step 1 – Data Selection
- Step 2 – Creating Mappings
- Mapping Templates – Getting Started
- Import to Constituent
- Import to Address
- Import to Gift
- Gift Area Settings
- Gift Attribute Mapping
- Gift Notepad Mapping
- Split Gift Mapping
- Gift Benefits Mapping
- Gift Soft Credit^
- Solicitor/Canvasser Gift Link^
- Tribute Gift Link^
- Tribute Acknowledgee Link^
- Recurring Gift and Pledge Settings^
- Import Payments to Pledges and Recurring Gifts^
- Gift Adjustments^
- Import to Individual Relationships
- Import to Organisational Relationships
- Import to Solicitor/Canvasser
- Import to Participant
- Import to Education Relationships
- Import to Banks and Financial Relationships
- Import to Fund Relationships
- Import to Actions
- Import to Volunteers
- Volunteer Mapping
- Volunteer Types Mappings
- Skills and Experience Mapping
- Courses and Training Mapping
- Medical Information Mapping
- Volunteer Availability Mapping
- Assignment Interests Mapping
- Job Assignment Mapping
- Time Sheets Mapping
- Awards Mapping
- Needs Mapping
- Checklist Mapping
- Mandate Info Mapping
- Import to Prospect/Proposal
- Prospect Mapping
- Ratings Mapping
- Gifts to Other Orgs Mapping
- Financial Information Mapping
- Philanthropic Interests Mapping
- Will Not Give To Mapping
- Proposal Mapping
- Proposal Attribute Mapping
- Proposal Notepad Mapping
- Proposal Gift Link
- Proposal Action Link
- Proposal Solicitor Link
- Proposal Area Settings
- Import to Membership
- Import to Honor/Memorial and Tribute
- Advanced Importing
- Avoiding Duplicates
- Step 3 – Review Data Prior to Import
- Step 4 – Validating and Importing
- Required Fields
- Acceptable Date Formats
- Raiser’s Edge Data Clean Up Tools
- Tips for A Good Import
- Home
- Docs
- Importacular User Guide
- Import to Prospect/Propos...
- Proposal Notepad Mapping