I am looking for an alert that would pop-up if a constituent calls our Box Office. Would that be a reminder in the constituent's account?
Anyone that has had this situation?
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Jennifer Mendoza Box Office Assistant Manager Wells Fargo Center for the Arts web: wellsfargocenterarts.orgemail: jenniferm@wellsfargocenterarts.org
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I don't know about a pop-up but we flag user records with a Constituency that can easily be spotted in the header by Box Office staff. CSIs can also be customised to display an icon in the constituent header.
I went ahead and used both of these solutions.
Thank you!
Jennifer