The Stewardship Profile provides metrics on communication with the Individual record off the Task.
| Task Type | Field Incremented |
|---|---|
| Phone Call | Phone Calls |
| Call | Phone Calls |
| Personal Letter | Acknowledgment Letter |
| Emails | |
| Automated Email | Emails |
| Personal Email | Personal Email |
| Face to Face Meeting | Face to Face Meetings |
| Meeting | Face to Face Meetings |
The task type itself would have to be the ones seen above exactly and no hyphens.
Note: the task will not be counted unless the task status is completed.
When Email Acknowledgements are sent for gifts to donors, Causeview also auto-created Tasks.
The field Total Stewardship is a formula field and will total all of the already counted task types.
Comments
0 comments
Please sign in to leave a comment.