Add a development activity to track appeals against a prospective donor.
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To open the New Activity window:
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New Activity window key fields
Field | Description |
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Date | Date the activity is being undertaken. |
Primary Only | Whether the activity applies to the primary contact only. The default is to include the spouse in all activities and communications. |
Appeal | Appeal that the activity is being made in response to. |
Activity | Type of activity, including whether they have donated or need reminding. For example:
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Status | Status of the activity. For example:
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Follow Up | Whether to follow up with the prospective donor or not. |
Follow Up Date | Date to follow up with the prospective donor. |
Comment | Description of the activity. |
Prospector | Person communicating with the prospective donor.
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