Practice tracking constituent engagement and setting a tickler by completing these 3 steps:
- Navigate to Actions: Open any constituent record in your database. Click the Codes tab, and change the Code Type drop-down to Action.
- Log a Phone Call: Click New +. Select “Telephone Call” (or a similar code) from the Action drop-down. Enter today’s date, and in the Comments box, type “Called donor to thank them for their recent support.”
- Set a Reminder: In the Action Reminder section at the bottom, check the Enabled box. Set the Reminder Date for tomorrow, ensure your own User Name is selected, and click SAVE. Keep an eye on your top Status Bar tomorrow to see the reminder icon appear!