Move Letters from Mass Interactions back to Journal | eTapestry Ideas

Move Letters from Mass Interactions back to Journal

The tracking of letters would be much easier if they were back in Journal with the gifts/payments. Now we have to switch between tabs to see if a letter was generated after a gift was made. Ideally all personal communications would be in Journal, and Mass Interactions would be just that.

Guest
May 23 2018

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9 Vote

Instead of splitting the journal contact logs by mass interactions/one off's - define it differently but keep the journal continuous. Merged

We have found that the new split in the journal where mass interactions have their own tab - drastically takes away from the visual continuity of being able to see what you have sent the donor. Now you have to flip back and forth between tabs and ...

Created 28 May 21:40 by Guest

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8 Vote

The new Mass Interactions "feature" makes work MUCH more cumbersome open to error Merged

Please make it possible for users to combine what eTap now decides should go into Mass Interactions back into Journal Contacts. The aim to weed out certain types of contacts is not helpful and there are Journal Contacts appearing in Mass Interacti...

Created 14 Jun 17:13 by Guest

I have no idea what to pick

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3 Vote

Allow Mass Interactions entries to be moved back to Journal Merged

Having to look in two places for items that are related to each other is cumbersome.

Created 27 Jun 21:50 by Guest

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3 Vote

merge mass interactions and regular journal! Merged

keeping mass interactions and regular journal entries separate is confusing for our users - we'd prefer the journal to operate as a comprehensive, integrated diary so we can see all activity at once.

Created 07 Apr 18:45 by Guest

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1 Vote

Move thank you letters from Mass Interactions back to Journal Merged

The tracking of letters would be much easier if they were back in Journal with the gifts/payments. Now we have to switch between the two to see if a gift was thanked.

Created 28 Oct 14:38 by Marianne Sadee

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