The Stewardship Profile provides metrics on communication with the Individual record off the Task.
|Task Type||Field Incremented|
|Phone Call||Phone Calls|
|Personal Letter||Acknowledgement Letter|
|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.