Active follow-ups | |||
| Guest |
| ||
| Would be helpful if there were a button at the top of the page to select that would list active follow ups. otherwise, you have to remember that you have them and then go looking for them in the individual donor records. i hope i didn't miss something, but i didn't see anything that would prompt me to look here. what if they popped up automatically? | |||
| cjwalker |
| ||
Elite Veteran Posts: 205 ![]() ![]() Location: Lancaster, PA | On the View and Manage Donors screen (click the Donors button and then click View and Manage Donors), one of the view options (click on the down arrow at the top left corner of the list of donors) is Donor Follow-up, which shows all the donors with active Follow-ups. There is also, as of version 1.1.91.01, a Follow-up calendar view, also accessible from the View and Manage Donors screen. In a future version, you'll be able to set and receive pop-up reminders and other notifications from GiftWorks. Thank you, Chris Walker | ||
Active follow-ups