A properties window has been added for interactions, steps, and stewardship steps. Like the Constituent properties window, this shows when a particular record was added to the Atlas database and by which user.
To open the Properties window for a fundraising plan or stewardship plan step, open the record by clicking on Objective, and then on Step properties under More information. (For Stewardship plan steps, this will read Stewardship plan step properties.)
The properties window shows the added by application, date, and user name, and the last changed by application, date, and user name. The summary sentence shows contact method, date, and status.
Good to Know!
- For Interactions, click on the Interaction summary, and then on Interaction properties.
How Do I?
- links to other areas, longer blurbs