Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit CRM-I-2837 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..
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 correspondence that was not done through the process, but would like to reflect this on constituent records as a general correspondence.They would like to be able to choose the date instead of just using the process run date for these.
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Don Willard
- Jun 29 2015
- Reviewed: Voting Open
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Related ideas
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!
Please please please add this in to allow us to properly reflect when correspondence was sent if not processed through BBCRM.
Best Friends Animal Society needs this functionality too. Â