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Good morning, what would you like to do?




This section shows you notes specific to you - things you need to do, people you need to contact and the giving status of everyone in your portfolio.


Chris Lasron
Date: 4/16/2014
Follow Up Note: Joe - see if Martha called him
Dani Peterson
Date: 4/18/2014
Follow Up Note: Wants to volunteer, call to talk about opportunities
Mary and John Smith
Date: 4/17/2014
Follow Up Note: Call them back on Monday to see if they can donate this year

My Portfolio This Year
  Name CALLED GAVE
1.)
Stephen Cox
Parent - Current, Board Top 20, Donor
2/19/2014
 
 
4/19/2012
Avg: $500
2.)
James and Kelly Lowell
Board Top 20, Donor, Ticket Buyer, Auction Buyer
Tix: Gala10 Tickets
12/1/2010
2/21/2014
Avg: $1500


Click Here to go to the Reports section of the database
COMMON REPORTS
This gray side section on each page shows you common useful reports and shortcuts.

For all reports, go to the REPORTS tab.

Each main page will show you the reports most useful to you based on what you are doing.

We can also add custom reports unique to your organization.








Help messages and instructions automatically appear on the sides of pages to alert you to new features and functions as they are added.

But you are able to access the permanent help screens everywhere in the database.

Want to find out more? Call the Caprio Group at 612-788-3745 or Email us

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