Virtual meeting action category

Add a Zoom/Skype or some kind of virtual meeting action type, as these will become more commonplace in the future, other than the current choices of face-face meeting, phone call, email, mail.

  • Greg Churchill
  • Aug 26 2020
  • Reviewed: Voting Open
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  • Katy Roberts commented
    August 12, 2022 03:28

    Yes! We need this category. So: Zoom (&c.) meeting; In-person meeting; Phone call; Email; etc.

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  • Linlin Reid commented
    July 28, 2022 15:58

    In today's enviornment, virtual meetings and in-person meetings are equaly important and both are the data/activities the mangement wants to track. It will be nice to have "Meeting" break into "Virtual Meeting" and "In-person Meeting."

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  • Karen Diener commented
    October 04, 2021 12:32

    I'm curious about this suggestion. Do you want a new category or a new type? You can already change the type - that is unique to your organization. A meeting is a meeting regardless of whether it was via Zoom or in person. I guess I'm trying to understand how you will use this information moving forward.

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  • Guest commented
    September 21, 2021 18:35

    Yes!

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  • Cheryl Hebb commented
    August 20, 2021 21:30

    Yes, agreed!

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  • Helen Leonard commented
    August 20, 2021 19:53

    Yes, need text or cell option AND virtual meeting option!!

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  • Elizabeth Johnson commented
    July 22, 2021 12:24

    This would be great. My work around in the meantime is Meeting with "Virtual" as the location. Agree with guest of 7/12 that we need a text option too.

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  • Guest commented
    July 12, 2021 15:26

    Adding 'video chat' and 'text' options to the action category will be ongoing tools (16 months ago, now and in the future) to engage our prospects and donors. (and... in adding these categories will provide simple logistics to provide clarity to each of our metrics for our given institutions)

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  • Guest commented
    March 16, 2021 22:26

    I agree virtual visit/meeting would be helpful! and a text contact type would be awesome as well!

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  • Mary Ramsay commented
    November 24, 2020 15:34

    Agreed! The virtual meeting is here to stay as a channel of communication.

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  • Teri Perretta commented
    October 21, 2020 19:19

    Agreed! Yes please!

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  • Theresa Selby commented
    October 12, 2020 20:14

    Needed months ago!

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  • Dorrie Ackerman commented
    September 25, 2020 16:02

    Yes

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  • Guest commented
    September 24, 2020 16:08

    Yes

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  • Tish Solomon commented
    September 24, 2020 16:02

    Yes Please!!

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  • Tom Mariano commented
    September 24, 2020 15:44

    Yes, please!

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  • Tara Hulme commented
    September 24, 2020 14:50

    Yes! Yes! Yes! :)

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  • Lindsey Hoham commented
    September 24, 2020 12:29

    This seems like a light lift on the tech side and an easy win for fundraisers.

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  • Guest commented
    September 24, 2020 12:16

    Yes

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  • Guest commented
    September 24, 2020 11:49

    Yes

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