I'd like to have reminders based on notes or interactions with donors
Rowan from Zeffy
For example, I had a call with a donor and I want to set a task or reminder to follow up with them. I'd like to be notified by Zeffy
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Maryse from Zeffy
Merged in a post:
Task management
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Membership
I would like to be able to create an administrative task list for campaigns. For example, Membership - have they been voted in, was their name tag ordered. Sponsorships - list what level receives and check that they have or note the status. Right now doing this in google docs.
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Maryse from Zeffy
Merged in a post:
Add Team Collaboration & Task Management / Ajouter la Collaboration d'Équipe et la Gestion des Tâches
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Angela
Teams capabiliites within the platform— to include task management services (whether specifically tailored to just Zeffy platform capabilites OR more general in scope) would be amazing! Examples: ClickUp/Trello/Asana
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Ajouter des fonctionnalités de collaboration d'équipe et de gestion des tâches intégrées pour aider les organisations à coordonner plus efficacement leurs activités liées à Zeffy. Les fonctionnalités incluraient l'attribution des tâches, le suivi des progrès, les dates d'échéance et les outils de communication d'équipe - similaires aux plateformes comme ClickUp, Trello ou Asana. Cela aiderait les équipes à mieux gérer leurs campagnes de collecte de fonds, la planification d'événements et les activités de sensibilisation des donateurs directement dans Zeffy.
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Corey
Yes, this is a common feature in most CRMs. I am missing this feature right now.
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Ilse
Yes, being able to set reminders would be awesome!