Search results for "how do i find the my follow ups page"

Ask AI All articles ContactContact supportSign in Sign up

AI answer

Generated from published articles

20 results for “how do i find the my follow ups page”

What is the My Follow Ups grid?The My Follow Ups grid, located in the CRM Module, shows all of the open follow ups and open interactions assigned to you across all constit…My Follow Ups · 1 min read What is a Follow Up?…generated by an automated action. Follow ups linked to Interactions When you record or edit an interaction for a constituent, you have the…My Follow Ups · 2 min read How can I update Sponsorship Follow Ups?Go to the Follow Ups Page from the Fundraising Module Sponsorships. Click on the Edit icon on the left side of the grid next to the task. In…Sponsorships · 1 min read How do I assign Tasks for Sponsorship Follow Ups…will automatically be assigned as Follow Ups for the constituent. During the setup of your Task you will also be able to turn on a setting…Sponsorships · 1 min read How do I find the Interactions page?…Workspace CRM Module. You can also find the interactions information for a specific constituent on their Interactions tab.…CRM – Interactions · 1 min read Can I have DonorView email our users when their follow up is due?…can set up email notifications for follow ups. The notifications are sent the day before the follow up is due, usually in the morning. The f…My Follow Ups · 1 min read What is the User Settings page?…erences for email notification for follow ups, launch links in new tabs, and choose to activate direct mail sent from the software. - Change…User Settings · 1 min read Overview of Creating Pages in DonorView…of the different models or example pages that are shown in the DonorView sample database. These are the most common set-ups for these pages.…Page Models · 2 min read How do I add a document or survey to an event page?…on on your survey. 9. On the event page you will find the link to the survey under the Amount Due field. The survey completion cannot be req…Creating and Editing Events - Event Pages · 3 min read What information is available on the Billing page?…the menu. The information on this page is only viewable to users with Admin level access. On this page you will find your Current Recipient…Billing · 3 min read How do I change the document that I’ve selected for an event page?…o be attached to the form. You can follow the instructions in this article for adding a new document.…Creating and Editing Events - Event Pages · 1 min read How can I share my Membership Page online?…ew & Publish tab of any membership page you will find several ways to share your page including sharing the unique URL for the donation page…Membership Page Setup · 1 min read How can I share my online auction page?…view & Publish tab of any dauction page you will find several ways to share your page including sharing the unique URL for the donation page…Online Auctions · 1 min read Simple Donation Pages - Preview & Publish Tab…h all the steps for setting up the page the last step is the Preview/Publish tab. On this tab you will find the custom URL generated by the…Donation Pages · 2 min read How can I share my donation page online?…view & Publish tab of any donation page you will find several ways to share your page including sharing the unique URL for the donation page…Donation Pages · 1 min read How do I publish my donation page?…h all the steps for setting up the page the last step is the Preview/Publish tab. On this tab you will find the custom URL generated by the…Donation Pages · 1 min read What is the Membership Pages Grid?…also delete an existing membership page as long as there are no membership transactions that have been processed on that page. Find the Tras…Membership Page Setup · 1 min read Where can I find a list of all the credit cards saved for constituents?You can find a list of all the constituents that have credit cards saved on file in the Saved Cards page in the Organization's setting. Open…Saved Cards · 1 min read Where can I find the link/URL to my Constituent Portal?…stituent Portal. At the top of the page under Constituent Portal Info you will find the URL link, QR code (download with a right click) as w…Managing the Constituent Portal · 1 min read Auction Page - Preview & Publish…r website. Below the URL, you will find the QR code created specifically for this page. You can download this as a png image file by clickin…Auction Pages · 3 min read