Add Action Added by to Action items

Fundraisers need to know whether they, or someone else has communicated with the supporter.

  • Guest
  • Mar 15 2018
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  • Keri Barnhart commented
    July 19, 2019 16:06

    We've been reviewing the year's actions as we do FY reporting and we've discovered that the "Added by" output and criteria options in the database are badly needed in NXT lists to help with finding and managing actions that were input without an assigned fundraiser, or even when an admin assistant was adding actions for the dept head or something, so they get credit for their effort.