You can view memo field notes in one of two ways:

Gift Search Report

  • Login to the Vision2 admin portal and navigate to: Data Entry > Gifts
  • Click on Advanced Search (if you are not already in the advanced search screen)
  • Enter your search criteria and click Search
  • Scroll down and click the Download Information button
  • The last column on this report is titled: Gift Note

Designation Report

  • Login to the Vision2 Admin Portal and navigate to Finance > Designations > select your designation type (Funds, Campaigns, General Designations, etc.)
  • Click on the name of your designation (General Fund, Tithes, etc.)
  • Click on the Reports button in the upper right hand corner
  • Making sure you are on the Giving History tab, click the Download Information button
  • the last column on this report is titled: Gift Note
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