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Donor Management & CRM
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Donor Management & CRM

Upvote and comment on feature requests for Track, our CRM, to be notified of any updates in real-time.Don’t see the feature you're looking for? Let us know: 🔗 givebutter.com/contact
Ability to create recurring tasks
Ability to create recurring tasks that autopopulate or update on a daily, weekly, bi-weekly, monthly, quarterly basis.
0
Ability to export tasks
The ability to export a Task report would be helpful.
0
Plus: Notifications for the Creator of the Task
Within Plus, you can create a task and assign it to someone else. It would be helpful if the task creator could receive a notification when the task is complete, too!
0
GB+ Feature: Include attachments with Tasks
The ability to upload attachments (files, photos, logos) to tasks. Ex: Attach marketing materials that the team is working on.
0
Ability to log completed tasks in the contact's profile
Ability for completed tasks to automatically log as contact profile activity
0
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