Software Features | Donors

Features: Contact Management

  • Log all communication with your constituents whether phone calls, e-mails, letters sent or messages left.
  • Entries are logged by specific staff members with the ability to assign further action to another staff member.
  • Staff can monitor “open” items to ensure nothing falls through the cracks.
  • View all communication with a particular constituent in one screen with the ability to drill into further detail.
  • The communication log exists throughout the software and extends beyond just donor communication - log communication with parents about their children or conversations with summer staff members or agreements made with rental groups.
  • Use the mass update feature to log a particular communication for numerous constituents with one click (e.g. e-mail sent to a particular group of people).
 
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