This would be useful to anyone reviewing a research list for prospecting purposes. It would be great to have a space to add a note to self about certain individuals or reminders for the next visit, especially if the list is pulled via query on a certain population, location, giving threshold, etc. that the fundraiser won't come back to for awhile.
This would also be great to use in the my prospects & plans area - adding a note about the relationship to certain prospects that will be waiting every time a fundraiser goes to look at their upcoming steps.
This is in addition to interactions (including tasks). The task requires too many fields what I envision, which looks more like an Acrobat comment - it will be date/username stamped automatically, but is basically a free text field for the fundraiser to easily enter any notes or reminders.
|Organization Name (Please enter full organization name)||Indiana University Foundation|