Altru Ideas

We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.

Interactions report for prospect managers

I have a feeling this type of report is available in the prospect management module, which we don't have...

Our prospect manager would like to be able to see a list of interactions. She created a query that shows the following fields:
  • Summary
  • Last Name
  • Full Name

  • Constituent
    Interaction\Expected Date
  • Constituent Interaction\Actual
    Date
  • Constituent Interaction\Status
  • Constituent Interaction\Event Name
  • Constituent Interaction\Comment
It would be nice if something like this (with filtering!) was an out-of-the-box report.
  • Guest
  • Jan 4 2016
  • Reviewed
Reports
  • Attach files
  • +3

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