Add date added and notes to solicit code entry

It would be very helpful when adding a solicit code to a constituent in the Bio 1 tab if we could also indicate the date added and a note as to why it was added.  We like to periodically revisit some "do not xxxx" and need to be able to see when these codes were added.  Also would be helpful to see why in a notes area...e.g. "indicated on phone a thon call not to call them again". 

  • Guest
  • Feb 1 2018
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  • Maggie Sanborn commented
    July 27, 2021 15:33

    Agreed - we would love a note section as to why the solicit code was added. Example: Do Not Mail - because donor is moving

  • Guest commented
    February 07, 2018 01:12

    It would also be helpful to be able to add an End date for these codes.