My Follow Ups
What is a Follow Up?A follow up is a task or activity for a specific constituent. It can be linked to an interaction, sponsorship task, or generated by an automated action. Follow ups linked to Interactions When you record or edit an interaction for a constituent, you have the option of creating a…2 min readWhat is the My Follow Ups grid?The My Follow Ups grid, located in the CRM Module, shows all of your open interactions and follow ups across all constituents. This allows you to see upcoming tasks such as follow-up phone calls or emails that you need to complete by a certain date. You can export this list usin…1 min readCan I have AssociationSphere email our users when their follow up is due?Users can set up email notifications for follow ups. The notifications are sent the day before the follow up is due, usually in the morning. The follow up notification is not tied to the time, only the date. To set up notifications, the user will go to their User Settings locate…1 min read