When adding a correspondence process, user should be able to enter a specific date of the process. It should not just default to the current day's date.
Sometimes prospect managers or others do bulk activities that are not appeal, and not interactions. Having the ability to select the date of a correspondence allows for greater flexibility in tracking all the communications that donors have been receiving.
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Greg workman
- Oct 12 2018
- Reviewed: Voting Open
| Organization Name (Please enter full organization name) | Spectrum Health Foundation |
| Reported Version | 4.0 |
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- +25
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Set a specific date on a general correspondence process other than the default process date.
Merged There should be a way to set a specific date on a general correspondence process other than the date the process is run, or a way to update the date after the process has run. UNC Chapel Hill regularly uses lists of people who were sent a correspo...3 Reviewed: Voting Open
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How can we back-date a correspondence process?
Merged When you import a correspondence process the date added is the date of the add not the date of the event2 Reviewed: Voting Open
Related ideas
Please consider adding this, having correspondence added to incorrect dates does not make sense.
This feature would be great. Especially since you can add/change the date sent on an individual basis on a constituent's record, it doesn't make sense that you wouldn't be able to enter a specific date when adding correspondences in bulk.
Yes, please! We're able to enter the correct date for marketing efforts and event invitations, so it would make sense to be able to do so with correspondences!