Letter/Pledge Reminder history in NXT

Being able to see any communication sent to a constituent would be helpful in NXT. Currently, can only get this in a database view, but as a Mobile user of NXT, it would be great to be able to see all activity.

  • Teresa Dick
  • Nov 27 2017
  • Reviewed: Voting Open
Constituents
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  • Lisa Bergmann commented
    06 May 13:43

    This is also very important when determining who should receive a past due pledge reminder. We use this history to see if they just received a reminder, and if so, may wait another month or two before sending the next past due pledge reminder. It is not efficient, or accurate, to rely on excel files for this information. It needs to be on the pledge record.

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