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Display Automated Interactions on Profile Interactions Tab
We would like to see the membership application received and membership aplication confirmed communications on the member profile interactions page please
Linked Profile Interactions
For example, when a membership cancels, an interaction is added to the 'parent' profile and then also added to the link profiles. Currently, it's a long process of ...
Notification when Action is Created
When an action has been created for you to do (especially if it's been assigned to you by someone else), you receive a notification or email. Otherwise, unless you ...
Ability to add Bulk Interactions
Having the option to be able to add an interaction to multiple profiles or member types
Downloading the interaction timeline for some or all profiles
Whilst we can go into a profile and view the interaction timeline. It would be good if we could filter out a selection of profiles (or all profiles) and download the ...