 Andrea
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| Joined: 06 Feb 2007 |
| Total Posts: 30 |
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follow up
Posted: 15 Mar 2007 04:31 PM |
Is there a way to remind myself to follow up with someone other than a client or donor? Or is follow up on ekyros only for donors and clients?
If so is there a way in the future that the administrator could use ekyros as an appt or follow up calandar? I'm trying to eliminate having to go to different places! Thanks.
Andrea |
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Re: follow up
Posted: 16 Mar 2007 10:21 AM |
Hi Andrea,
You can actually track follow-ups for clients, donors, and staff/volunteers. The way CenterPiece is designed, a follow-up must be linked to a file so it can be tracked through our follow-up reports. Even people who are prospective donors or volunteers can be input into CenterPiece, and your ongoing relationship building can be tracked.
On the Office tab, at the bottom of the screen there is a section called "My Follow-Ups." This section will group ALL of your follow-ups together--whether client, donor, or staff. So, this will eliminate your need to go to different places, or run different reports to view all your follow-ups.
Hope this helps. We love to hear your feedback!
TGIF!
Sarah Miller |
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