notes field for stock/property gifts
When I add stock/property gifts in the database view I utilize adding notes around the gift from the miscellaneous tab. I can access these in the unified view. However, if I add a stock/property gift in the unified view, I cannot add a note to the gift.
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Guest
- Feb 2 2026
Related ideas
I also utilize the notes tab at other times than just for stock/property gifts, so the ability to add a gift note to any gift is a need for me in my organization.