I would love to set up a dashboard for significant actions. Significant actions are currently defined in our organization by using categories in combination with types. Meetings (all types), Phone calls (all types), Email (Soliciation type only). The dashboard would include a count of significant actions, goals, and % to goal. This would be ideal!
I would love to set up a dashboard for significant actions. Significant actions are currently defined in our organization by using categories in combination with types. Meetings (all types), Phone calls (all types), Email (Soliciation type only). The dashboard would include a count of significant actions, goals, and % to goal. This would be ideal!
Agreed! I want to be able to add in custom goals by Fundraiser for total solicitor credit and not have it fund/campaign based.