Timeline for CiviCase Use Examples for Donor/Grant
Current License: CC BY-SA 3.0
7 events
| when toggle format | what | by | license | comment | |
|---|---|---|---|---|---|
| Feb 11, 2016 at 19:03 | answer | added | Mary | timeline score: 0 | |
| Feb 8, 2016 at 21:01 | comment | added | Mary | I apologize, I have been swamped lately. What I would like to figure out is how to properly setup civicase to track donor contacts for past, present, and future. For example, I help lead a tour today for a potential sponsor and want to add this note. I also want to set a reminder for a follow up e-mail and phone call. | |
| Jan 30, 2016 at 23:44 | answer | added | petednz - fuzion♦ | timeline score: 1 | |
| Jan 29, 2016 at 21:30 | comment | added | Jon G - Megaphone Tech | @petednz-fuzion - That looks like an answer to me, if you make it one I'll upvote it! | |
| Jan 29, 2016 at 15:53 | history | edited | Andie Hunt |
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| Jan 28, 2016 at 20:50 | comment | added | petednz - fuzion♦ | Mary - it might be more helpful if you can spell out the steps you want in the workflow/process. This screenshot may help but we find everyone's use case is a bit different i.imgur.com/Iq3xT99.png | |
| Jan 28, 2016 at 16:52 | history | asked | Mary | CC BY-SA 3.0 |
