Hi All you lovely people,
One of my users would like to be able to record the date and method of Contact Permission, where it has been given verbally. Sometimes, a Customer will phone, sometimes come to an event and when we ask for permission to send them Marketing/Fundraising material, we would like an audit trail of when and how that permission was given.
All we have in the Contact Permissions screen are the Yes/No/Not Asked options. I know that the record will get date stamped whenever it's updated, but the nature of the update is not kept.
Is anyone else doing anything of this nature?
Thanks, Debbie
Hi Lesley,
We use CSI's for quite a few things. What my user would have like is for there to be a couple of drop down boxes on the Contact Permissions screen to record date and how the verbal contact was imparted.
I might make an enhancement request to Tessitura to improve the functionality.
Thanks for the suggestion, though.
Debbie