Staff notes do not automatically copy to recurring installments

Staff notes can be created and edited by Superadmin, Fundraising Superadmin, Gift Management Admin, or Finance Admin. Advanced Campaign Admin alone can edit some campaign gift details but does not include managing Contribution Notes.

Open Online Giving → Manage Gifts → Donations, locate the gift, click its Donation ID, and use Notes. A staff Contribution Note belongs to that gift. Later recurring installments can carry donor additional fields forward, but do not automatically copy staff notes. Keep the staff resolution on the parent and in your institution’s authoritative processing record; do not assume a note automatically appears on every future installment.

A Superadmin or Fundraising Superadmin can review the person under Online Giving → Administrators, open their administrator record, and use Role(s) → Add / Add Another → select the role → Update Role(s). Roles contain fixed capabilities; partners select roles rather than turning individual permissions within a role on or off. Also review the assigned campaigns/forms or groups for actions scoped to those records. Roles are additive, so review every assigned role before narrowing access.