Hi all,
Has anyone had a look at v.12 and the moves management area as it relates to contact notes. I'm new to the system and I see many places I can make notes but none are customized to track simple calls to donors, etc. I'm hoping to start off on the right foot and use the field that will be most easily mapped when v.12 goes live and the Tess moves management changes are in place.
Thanks, Kristin
Hi Kristin,
Thanks for asking. We are working on the v12 Moves Management functionality right now, so your question is timely. We are of course planning a migration path from Solicitations to what will be called Plans in v12. It is still evolving, but I think it is a fairly safe bet that if you record your contact notes in the Notes area of a Solicitation Task, that this will find its way to the most logical location in a v12 Plan.
Hope that helps!
Andrew
I'd like to get my hands on as much current info available on v12 solicitations tab. Can you direct me? Thanks, Kristin
Kristin,
You should check out the "What's new in V12" document. It has all of the details about Plans as they exist now. Keep in mind there may be some small changes in functionality before the final release but Plans are mostly set.
Dale