Best way to track activity of members

0 votes
asked Feb 5 in How To by gittelgluck
We have several solicitors that collect donations and membership fees thru different ways.

What is the best way to track what happened to this member. Which solicitor approached him, how he approached him, what the member answered.

When the member donates we should see it there and if he asks for a call back the system should automatically add a reminder.

1 Answer

answered Feb 10 by Admin
Use the notes and To-Do reminder feature.

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