creating action tasks that can be dependant on a change in any constituent's record.

It could be super useful (I feel) to make action tasks that could be dependent on a change in a constituent's record, that could be personalized to each RE user's organization's needs. For instance, if someone tells us we are named in their will and then passes away, when we click their "deceased" box an action task could be created to email our CFO, reminding her/him to call the deceased's attorney to get their will. Or if any constituent's giving increases or decreases by some determined percentage, an action task could be created to email the development director. I know about "notes" and "annotations" but this could be an external, automatic task creation so the database administrator would have a "back-up" and not miss anything important.

  • Guest
  • Oct 15 2015
  • Attach files