thankQ Help

Contact Activity will display various activities that the user nominates to view on a contact’s record. The information displays the latest information for that contact for the various modules.

The areas of thankQ that can be customised to be displayed are as follows:

•Communication (uses date of communication)

•Actions (uses date of action)

•Enquiry (uses date of enquiry)

•Meetings (uses date of meeting)

•Emailer Opens (uses date of when opened = when record created)

•Emailer Clicks (uses date of when clicked = when record created)

•Membership (uses history date)

•Volunteering (uses slot date)

•Payment History (uses payment date)

•Pledge History (uses pledge start date)

•Sponsorship (uses sponsorship start date)

•Moves History (uses latest date)

•Canvassing (uses modified date)

•Bequest Audit (uses workflow date)

•Bequest Estates (uses modified date)

•Events (uses modified date)

•Merchandise (uses order date)

•Grant Application (uses modified date)

•Grant Giving (uses modified date)

•Library (uses modified date)

•Media (uses modified date)

To access one of the activities a click on the magnified glass beside the activity will take the user to that form.

Searching can be performed on the Contact Activity form.