Best way to track activity of members

0 votes
39 views
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.

Let's Welcome our New Members

  • ysilver of Talmud Torah Zecher Yochanan - Jun 18, 2019

  • Asher of Wiznits - Jun 18, 2019

  • Devorah Feldman of YBY Bais Yaakov MS - Jun 18, 2019

  • Broyde of Yeshiva Beth David - May 29, 2019

  • Jennifer of Yeshiva of Central Queens (YCQ) - May 28, 2019

  • Shareioireh of Yeshiva Tzoin Yosef Pupa - May 28, 2019

  • eerps of Cheder Chabad of Monsey - May 20, 2019

  • Tmendlowitz of Cheder Chabad of Monsey - May 16, 2019

...