Future Reminders

1. To get a reminder of dates for applications or donation requests, use the Task function in Member Details
2. In Set Up go to Task Type and open your task. It could be Donor with Call as the action box.
3. In Set Up you could list a staff person who had responsibility for fundraising or list the function under staff.
4. Open up Member Details > Task, and allocated to the Task Type and staff person with an action date.
5. Have designated person check To Do List under the assigned staff name or function. If you select CSV as your output you will get a spread sheet that can be saved and data manipulated. Customised reports can be designed on request to Treshna.