Hello,
Does anybody currently have a report that will pull solicitation tasks?
We have a solictation report that includes some tasks, but we're specifically looking for something that will pull all tasks by type, date range, open or closed, etc.
If you do have such a report, would you be willing to share?
Thanks for your help and support.
Amber AlbertOrange County Performing Arts Center
Amber,
There is a shared report from the Nashville Symphony that does this. If you do a search on Footprints for "Tickler Report" in the Shared Reports area you will find it. We use this report with slight modifications.
If you just wanted solicitation tasks instead of all ticklers I'm sure that would be an easy modification.
Also we have a soliciation report that shows solicitation information plus all tasks for that solicitation.
Dale