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I'm working with a nonprofit who has been using NPSP since 2017. I've noticed the habit to drop random facts into the Description field on the Contact and Account objects. Where is there a better place to have this information place, where it would be date-stamped and possibly pulled into a report? I looked at the enhanced Notes feature but could not see how it could be reported out.

5 answers
  1. Sep 4, 2025, 4:45 PM

    Not that it matters for the moment, but doing this is the start of outcome management, if you want it to be, also. You can essentially capture start conditions, update conditions, and final conditions (whether it's clients, donors, volunteers or whatever). And once you're team specks such an object and records, you can guide them to create them with essentially templates that represent surveys or assessments or something to that effect. And even compare earliest known to last known (forever or in a time period).

    --Terry

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