Task Management
planned
Tori Meglio
Store, track, manage and report on the tasks and activities that make up your relationships with Contacts and Campaigns.
Add Dashboard task management with Contact and Campaign specific tasks.
Bonus: automated task creation based on triggers.
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Rabbi Chanan Krivisky
sweeet!
Jesse Saldana
planned
Kait Cogswell
Merged in a post:
Customize Reminders For Contact Events
Cris Edwards
- Have the ability to set a reminder to thank supporters who have donated more than X dollars.
- Add a task or reminder to call, send an email, etc. to a donor. (I tried to add a phone call with tomorrow's date assuming it would create a task to call the donor, but once I created it, it logged it as a completed event to the timeline.)
Rabbi Chanan Krivisky
This would help make it a really great CRM.
H
Heather Denkmire
As far as I can tell, the lack of the option to use Givebutter to remind me to call or email or write to a contact, etc. for relationship building is the ONLY missing feature!
Kait Cogswell
Jesse Saldana
open
Tori Meglio
Hey David Ravensbergen, great suggestion for a feature. I've merged your post into this existing one to consolidate.
Kevin Mantooth
Tori Meglio: Kassidy Allen. Following this post and the merged one. Would be great if this got implemented.
Tori Meglio
Tori Meglio
under review
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