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