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I'm trying to take better care of my supporters and show personalized appreciation. I'd like to do some form of a thank you on the anniversary of their very first gift to the ministry. Obviously I could go through and manually enter it for each contact, but is there a way to automate this. Making...
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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?