Journal Entries Screen - add Contact
Add Contact to the Choose Columns feature. You already have Note, which is very helpful because you can read the note without having to to open the entry. It would be nice to have the same functionality for the Contact field. (not Contact Type).
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Guest
- Mar 1 2016
- Already Works That Way.
Related ideas
Ok, I now understand that the Journal Entry column “Note” actually shows content for both Notes and Contacts. This is a little confusing – perhaps the column should be renamed “Note/Contact Text” instead of just “Note”.
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Garland Draper – Donor Support Specialist
208-343-3688 x42 gdraper@wcaboise.org
Women's and Children's Alliance
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Ok, now I understand that. It's just confusing because the Note columns represents both Notes AND Contacts. Perhaps the column should be renamed, something like, "Note/Contact Text".
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Hi Mike,
Let me clarify - I want to be able to see the CONTENT of the Contact, just like you can see the CONTENT of the Note. The only choice right now is Contact Method, which is not that helpful.
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Reply or Forward from
Garland Draper – Donor Support Specialist
208-343-3688 x42 gdraper@wcaboise.org
Women's and Children's Alliance
Attachments Open full size
If you choose the "Note" column on the Journal page, then you will see the details if it is a Note or a Contact.
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