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.
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