My Follow Ups
What is the My Follow Ups tab?The My Follow Ups tab shows all of your open interactions across all constituents and companies. This allows you to see upcoming tasks such as follow-up phone calls or emails that you need to complete by a certain date.1 min readHow do I find the My Follow Ups page?Once you are logged into DonorView and have entered the “CRM and Fund Raising” page, you will automatically be directed to the “Home” page. At the top of the page, there are menu items in a white font that say “Overview”, “Constituents”, “Gifts”, “Pledges”, “Interactions”, “My F…1 min readCan I have DonorView email our users when their follow up is due?Go to WorkspaceCRMInteractions. Select New Interaction. Enter the Constituent and Interaction details. For the Follow up: the Date/Time must be tomorrow (or later) at Type, enter Email at Contact, enter the DonorView User Then during an overnight process, one email will be sent…1 min read