Enable notifications anytime an action is changed on a constituent record.
This would be beneficial to management to have an immediate sense of progress/what further follow-up may be needed vs. needing to pull a list/review each fundraiser's assigned actions to see updates.
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Hannah Shaffer
- Mar 31 2021
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If I have a portfolio of 150, and someone else on the team has contact with somone in the portfolio and entered it in the dbase, I'd welcome knowing that when it happens, not when I look at it for my next interaction with the donor.