Altru 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
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  • +3