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  • Lookup MPD Phase above Partner-PRAY

    Is there a way to lookup only contacts with MPD phase ABOVE Partner-Pray? In other words, I don't want never ask, not interested, and all the others...just those "active" ones. I've tried to use the lookup tab but can't figure out how to easily do just those above. Then with this...
    Posted to Technical Support by Buggy on 10 Feb 2011
  • New Contact added but no THANK task added

    I just downloaded a new donor whom I just discovered donated in June 2009 (we have 10 accounts we monitor and I didn't see it til now). When it downloaded, it entered the contact information but no THANK task follow-up. I've got them all set up to automatically add. Any ideas why?
    Posted to Technical Support by Buggy on 22 Jan 2010
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