It would be great to have a task list associated with member actions, for instance:
Event/Task
New member/send intro package
Renewal/send thank you note
Donation/send thank you note
and so on
The tasks are removed from the list as the actions are taken. Yes the emails can be used for this but they are outside the WA system and mixed with other emails.
Bob Palin
It would be great to have a task list associated with member actions, for instance:
Event/Task
New member/send intro package
Renewal/send thank you note
Donation/send thank you note
and so on
The tasks are removed from the list as the actions are taken. Yes the emails can be used for this but they are outside the WA system and mixed with other emails.