Announcement

Collapse
No announcement yet.

Add Cancel Reason to Recurring?

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Add Cancel Reason to Recurring?

    Just a thought here: When you go to cancel a recurring pledge, it would be nice if it required a reason in a text box. If that comment box could then be included for C&P reports in Salesforce that would be a great tool. I run reports to follow up on lapsed/canceled pledges but I cannot tell the reason it was canceled until I review notes made by others in Salesforce on the Contact Record. Having a C&P report for cancelled pledges that gives that reason would be very useful. Thanks for any consideration on this!
Working...
X