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Streamlined Workflows with Constituent Care

Streamlined Workflows with Constituent Care

ROI Solutions | Streamlined Workflows with Constituent Care

When you use the freeform search on your Constituent Care dashboard in Revolution CRM to look up a caller’s name, you will get a curated output summarizing their giving history, pledge status, and contact information. The screen also has shortcuts to everyday tasks, like updating a pledge or recording a donation.

Constituent Care functionality introduces an evolution of task tracking in Revolution CRM through a new activities structure, which links questions or changes about a specific person, transaction, or pledge to one place, providing a path to aggregating data about who solves what kinds of issues for future reporting and analysis.

For example, a caller might want to know the visitor center’s hours. You might record this as a general activity, add notes about anything else discussed, and categorize the call using Contact Type, closing out the activity.  


New activity creation with notes about information provided and contact type coded.

Another caller might have questions about a recent gift – the new Constituent Care screen makes it simple to perform refunds, add related transactions, provide information confirming the gift, and record your notes about the interaction consistently.


A transaction is displayed on the Donation tab, with the burger menu showing options like Refund Payment, Add Related Transaction, Add Comment, and Manual Acknowledgement.

The same applies to pledges: changing payment information, upgrading and downgrading, and canceling pledges all log an activity.

Even better, recording a new gift or pledge is more straightforward, streamlining new credit card entries and moving batch entries, and locking to the backend.


The Add Gift tab shows to add a new cc/eft link and premium section.

If there are any tasks you cannot fully resolve, activities can be assigned to you or other team members for follow-up. You can review activities assigned to you and others on your team using the Open Activities listing.


The Open Activities Constituent Care Dashboard shows activities assigned to other team members by the currently logged-in user, plus the Find Constituents freeform search and everyday Activities by Type metrics.
The Open Activities Constituent Care Dashboard shows activities assigned to other team members by the currently logged-in user, plus the Find Constituents freeform search and everyday Activities by Type metrics.

This tool is live in Revolution CRM, and one of our clients uses it to track upwards of 200 calls made to their inbound call center a week. We are improving the tool as we get feedback from our user community, so you can expect to see further enhancements in upcoming releases.

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