New Constituent Care Functionality

New Constituent Care Functionality

Almost a year ago, we launched the Constituent Care tool, designed to help track and follow-up on requests from your community of supporters.  Two recent improvements to the tool include:

1.Benefits: If your organization provides incentive gifts, like membership cards or pins, and tracks those as Benefits, adding, changing, and deleting benefits within the Constituent Care view now seamlessly creates activities.

2. Actions:  Actions, like answering a question for a donor, editing a pledge, or refunding a credit card payment, performed on Constituent Care screens all create activities. The Constituent Care Activities screen on the Dashboard provides a filterable view of all the activities.  We launched a basic version of this screen in June, with a lot of enhancements, including a variety of filters, added in the August release.