Donor Database

Tasks

The system will create recurring tasks on your calendar. Based on birthdays and anniversaries.

Record multiple tasks against each contact or organization. Keep interaction records to build a donor history for the contact. Create other ad-hoc tasks on the diary screen if required.

Examples of tasks, would be:

  • Make a courtesy call to a donor.
  • Submit a proposal to an organization.
  • Follow up on a prospect.

Tasks are by default assigned to all users of the system. You can delegate tasks to specific users if required.