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  • Further customization of automatic tasks?

    Is or could it be possible to generate tasks automatically based on history (other than those related to gifts in the Options > Automatic Tasks menu)? For example, generate the task of sending a THANK after an APPT.
    Posted to Technical Support by charlienrachel on 4 Feb 2015
  • First Gift Task not created

    Tnt Team, I've noticed recently as I am raising support full time that the automatic generation of a thank you task for a first gift doesn't always work. I do have it checked to do this under the options and it does it sometimes. I just downloaded new gifts and 2 checks came through that I sent...
    Posted to Technical Support by Ramsey Persing on 11 Apr 2014
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