Best way to track activity of members

0 votes
42 views
asked Feb 5, 2019 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, 2019 by Admin
Use the notes and To-Do reminder feature.

Let's Welcome our New Members

  • YPadwa of Yeshiva Imrei Yosef Spinka - Jan 15, 2020

  • hershy tannenbaum of Chaim Medical Resource - Jan 14, 2020

  • Imrei Bina of Imrei Bina - Jan 09, 2020

  • toby of Klausenberg Monsey - Jan 09, 2020

  • stern of UTA Monsey TT - Jan 07, 2020

  • Sgan Menahal of Pupa Monsey - Jan 07, 2020

  • sholtzer of Chaim Medical Resource - Jan 03, 2020

  • Mrs. Rabinowitz of viznitz Institutions - Jan 02, 2020

  • Mrs. Slomiuc of Viznitz Institutions - Jan 02, 2020

  • PSbs of Bais Sura - Jan 02, 2020

...