The information in the Summary field of an interaction should be populated in the Objective column of an Interaction on the Pending Activity tab of a Fundraiser page.

When looking at the Pending Activity tab of a Fundraiser page, you can filter the pending activity data list to Include general interactions.  When doing so, unlike the pending steps, the Objective field is blank.  Since there is no “objective” field on the Interaction Add Form, the Summary field of that form could be used instead so the summary of the interaction becomes the objective for the pending activity.

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  • Dec 1 2015
Organization Name (Please enter full organization name) Simon Fraser University
Reported Version 4.0
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