Hi!
Is there a way to track any changes and/or updates to specific constituent records? Ideally, it would be great if users could create a list of specific accounts and receive notification whenever any changes are made to an account on the list. I would like to be able to track certain prospects' ticket or subscription purchase, as well as any changes to addresses, contact level (email still ok?), etc.
Do any other development people have ways that they track specific constituent records?
Thanks!
Alexis
Thanks for the responses! From what I can tell, the Constituent Audit Report is great for monitoring email, phone, address, etc. changes. However, it doesn't tell me when single tickets have been purchased. I am interested in tracking the activities and purchases of specific prospects and can't figure out the best way to do this without having to check each and every prospect's record?
If you're looking to track ticket purchases for a group of prospects, I would investigate the Performance Report in the Development folder. We use a slightly modified version of this and run it using a list of prospects and VIP donors. Make sure to make your list dynamic.Dale
Unknown said: If you're looking to track ticket purchases for a group of prospects, I would investigate the Performance Report in the Development folder. We use a slightly modified version of this and run it using a list of prospects and VIP donors. Make sure to make your list dynamic.Dale
We use the Attendance by Performance report in a similar way. We have lists that it is run against and schedule it to send as weekly/monthly as needed by the recipient.