Customize Action Categories

It would be helpful to be able to customize the categories for actions, especially now that due to the pandemic, DOs are having to accommodate virtual contacts with prospects and donors.

  • Guest
  • Nov 11 2020
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  • Guest commented
    16 Jul 19:58

    I would love to have voicemail as a separate option from Phone, it would help us quickly see which donors answered and which didn't.

  • Terri Goon commented
    February 04, 2022 15:42

    Even txting really ought to be it's own category.