My Fundraiser Page - Alerts - Recent Activity

Terri Whitehouse

Hi -

We are converting to CRM in a couple of weeks and I have been training frontline fundraisers.

The Alerts categories in My Fundraiser Page are fairly straightforward, but I've been unable to find what goes into Recent Activity. Any help appreciated.

(Other categories are Recent Gifts, Recently Deceased, Monthly B-Days, Event Registrants.)

Joseph Styons

@Terri Whitehouse Where are you seeing “Recent Activity”? Under My Fundraiser>Activity Summary, I see “Pending Activity”, “Current Event Registrations”, and “Recent Revenue Transactions”. Is it one of those, or am I missing something?

Christina Provost

@Terri Whitehouse Pending Activity is a list of pending steps and interactions. That is basically the fundraiser's list to work.

Leah Mitchell

@Terri Whitehouse
Hi Terri, This is a custom datalist specific to University of Louisville. I will reach out to you directly to review the criteria.

Thanks!

Leah