The system allows you create any number of call sheet templates. Then you can select which call sheet to use at the time you print. Customizing your call sheet is done by adding (or removing) call sheet objects. call sheet objects include:
- Contact Info
- Bio
- Bio And Notes
- Contribution Summary
- Fundraising Codes
- General Codes
- Issues
- Last Contribution
- Notes
- Outstanding Pledges
- Professional Info
- Recent Contact History
- Volunteer Codes
- Volunteer Activity Weekly
- Volunteer Activity
- Relationships
- Connections
- Memberships And Associations
To build your own call sheet, go to:
- Manage Data on the left-hand menu
- Click the tab for Configure Data Fields
- Click the tab fro Call Sheets
- Add a title for your new call sheet
- Select which information objects you wish to include in your call sheet.
- Save