Add Note Field to Tribute Management
Currently, when adding or viewing a tribute on a constituent record in Web View, a key field available in Database View is missing: the Notes field. While tribute management in Web View includes Tribute Type, Description, Fund, Date From/To, Acknowledgee(s), and Acknowledgee Letter Code, it does not include the Notes field despite being essential to many organizations’ workflows.
The Notes field is where many organizations capture critical contextual information related to tributes, such as:
Recognition instructions or location details (e.g., tree plantings, plaques, bricks, benches)
Specific language or requests from family members
Internal instructions for managing complex acknowledgee situations (e.g., multiple or blended families, sensitive circumstances)
Without this field, key information is lost to users working in Web View, potentially compromising donor stewardship, program execution, and internal coordination. For organizations with high-volume tribute programs or teams working across departments, this can lead to confusion, errors, and inconsistent donor experiences.
Please bring full parity to Web View by including the Notes field in Tribute management. This field is not optional for many users. It is central to maintaining accurate tribute records and delivering consistent, high-quality recognition and stewardship.
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Bisi Mikleus
- Jul 25 2025
- Reviewed: Voting Open
Related ideas
Another vote for the importance of this field. I save obituary information for relatives or relationship information or anything else that is tied to the actual tribute and will get lost on the Notes tab. Users looking at a tribute information on a constituent record will not necessarily think of perusing dozens of notes on the Notes tab/tile for additional information. And without the Notes field, there isn't even a way to alert users to go to the Notes tab/tile for additional important information.
This is really important for us as we keep track of the package that the gifts for this tribute are assigned to and whether or not the tribute is linked to a donation form on our website.
This is where we have saved all obituaries notes (and others) and none of them are appearing in Webview. If you are forcing us to go to webview please ensure our information and data is there.
Yes, we need to information from database view notes area in webview. Since I have been told this is not planned I am currently having to manually move information to a different place in webview. I have thousands of records with information in that area in datebase view.