Does anyone have a custom list criteria for pulling people with Open CSIs? I know I can just run the report, but I our Devo department wants to see anyone with a specific CSI Activity in a Dashboard on Renewals (they track people who asked us to follow-up with them later about donating). Since CSIs aren't in Analytics, I've been pulling a list and loading that list into a widget in my Analytics Dashboard. But now that its time to follow-up, I need to be able to take off the people who have been followed up with already and have Closed CSIs.
Anyone have CSI Status = Open in List Manager ? Or have any other ideas on how to get a list of people with Open CSIs into Analytics?
Thanks!
Lily
Ooh. Now i want one!