Reporting from interactions

9 replies
43 views

I have a KPI for number of donor meetings. How can I run a filter on interactions of meetings, phone call ect.

Network for Good

Megan Dodds

Community Manager

Hi Kari, thanks for reaching out! I believe your question is better suited for the Network for Good discussion as opposed to the Nonprofit Hub so I am going to move it over there so you can get product specific help.

rachel moody

Community Manager

hey @Kari Beadner! Unfortunately, there are no filters you can pull on meetings or phone calls. You can pull a filter for “notes” and get all the contact records that have notes on them. This is a great idea to add to our ideas portal though!

Rachel at Bonterra

Kari BeadnerAuthor

Explorer

It is unfortunate that their is a field for this data yet reporting is unavailable. How can I add this to the ideas portal, I’m sure this would benefit many!

rachel moody

Community Manager

I agree! You can get to the ideas portal from the ? icon in the bottom right hand corner of your screen and select “share your feedback.”

Rachel at Bonterra

Kali B

Rising Star III

@Kari Beadner How do you record your meetings & phone calls? Is there a specific place for this?

Charles Case

Community Manager

When you go to a Contact record, scroll down to Communication, and click the Add button. You’ll find both options there, and the records live in that section.

Charles Case (they/he)

Kali B

Rising Star III

Do you know if you can import into that section? We have a company that makes donor phone calls and they send us a file at the end of each month to upload notes on their profile. We typically import these into notes but the communication section looks like it would be much cleaner.

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