For Actions, Add Social Media as a Category

Add Social Media to the categories of Meeting, Email, Phone, etc. Social media is clearly a significant way for gift officers to interact with donors.

  • John Roleke
  • Oct 15 2020
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  • Charlie Baxter commented
    March 31, 2022 08:23

    Completely agree, one of my colleagues was asking about this and said if they don't have social media she was surprised fax wasn't still an option!