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Video: Automatic Actions-Large Time Frame

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Video: Automatic Actions-Large Time Frame

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Automatic Actions for New Gifts — Large Time Frame

The Automatic Actions that occur in response to givers who give according to their pledge, but with a large time frame between gifts.

See Also

All of the videos in the Automatic Actions Series

 

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Overview

 

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Support Development Principles & Biblical Basis

 

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First Gift (or First Gift of new pledge amount)

 

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Extra / Less (gift above or below normal pledge amount)

 

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Special Gift (for non-partner, or anyone in response to a Special Gift Appeal)

 

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Delinquent / Recontinue (for partners who have missed gifts)

 

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How to handle Sporadic Givers

(this one)

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Partners who give on a Large Time Frame

(next one)

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Partners who have not been thanked in some time

 

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Automatic Update of Tasks (update date/description, instead of duplicating tasks)

 

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View Details (see giving/history details of your contacts)




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