Create a default interaction list per Fundraiser.

Many of our fundraisers only use the same interaction category and subcategory and other parts of the interaction over and over and over.  They would like to set it up that it is pre-populated for them with those fields when they do data entry.  It would save a lot of clicking.

  • Guest
  • Jun 20 2017
Reported Version 4.0
  • Attach files
  • +1