Making Tasks Viewable to All
It would be really nice if tasks could be tied to profiles, funds, grants, etc. and if they could show up like notes do (or at least having that option for them to show up). We are used to the "contacts" tab in FIMS which both informed the team of communications between donors and staff as well as provided an option to follow up if necessary. Thanks
Rhonda Page commented
I think this suggestion is exactly what we're trying to do: Without going to the TASKS link, be able to see pending tasks for a donor when I'm in their profile, or in the case of a household, when in their household.
Katie Wright commented
I agree! It's important for tracking what's going on with a donor across teams.