"Add Constituents" After Marketing Effort is Activated

There is a great feature in the marketing effort functionality called "remove members" this allows you to remove the appeal from the constituents' communication history after the mailing is activated...when the mailing did not actually go out to the constituent. It would be FABULOUS to have a similar feature to "add constituents." After an effort is activated, there are times when additional constituents are added (with a valid finder number) and it would ne helpful to be able to write the appeal to the constituents history so that when a gift comes in, batch will pick up the record..
  • Guest
  • Jun 29 2015
  • Attach files
  • +3