Funds without tasks associated to them should be reportable
In reports and Data Visualization, you are able to create a report that shows all the opts and tasks associated with a Fund. We would like to be able to run a report or DV to show all funds that do not have tasks in a given date range so that we know who which fund advisors we need to touch base with. Currently, the only way to do this, is to run a report for all funds, and run a second report that shows funds with tasks, export both lists, and then do a vlookup in excel against the fund report to see which funds are missing tasks.
This is important for our foundation so that we are always staying in communications with our donors.
Dawn Tobenstein
shared this idea
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Ivanna Shapirko
commented
Absolutely necessary! As otherwise it's impossible to maintain clear and systematic communication with clients and no way to track it