Does anyone have a policy for using the Notes Tab that they could share? We realized that, when pulling a Constituent Profile Report, it is impossible to sort the notes in the profile, so the dates and note types come out in a seemily random fashion. This is a problem because it is potentially confusing...

I am at the tail end of doing this for 800 records and have a few tips. (I hope they do not scare you) These "volunteer" staff really need to become very aware of ALL of the fields in RE and what could be incorrect after a merge. It is not a simple process of click and move on. The merge process...