Tracking Touchpoints
There is no way to get one clear shot of engagement/touchpoints with organizations. Should there be unexpected turnover within an organization, their Foundant profile should have a feature to track the following:
1) Site Visits (with notes and person in attendance)
2) Phone Calls (with notes and person in attendance)
3) Events (with notes and person in attendance)
4) E-mails (with notes)
Right now, we have to track this information on spreadsheets, which leaves a lot a room for human error. Without a feature like this, Foundant is very limited in its ability to manage the Grant Cycle process!
Heather Stohler
shared this idea
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Amy Wckstein
commented
It looks like this feedback has been provided in a few different places. Any updates to the communication features such as this?