Does anyone know how I can track and report on the impact that a thank you call has on subsequent donation amounts/number? Is there a way to report on this if it is setup as an action? Please help!

Hi all! First post. If my question has already been answered elsewhere, please just direct me and I'll read, and save you the trouble of bringing coal to Newcastle. I'm interested in doing two things to several external (.csv) lists of constituents: a) Globally adding an appeal and package to...

We've been using the prospect tab and having our DO's enter proposals for their major gift prospects. Then when they have any visits or interactions with those prospects, they enter those actions under the proposal in the prospect tab, whether it's a visit, phone call, etc. Every month I...