New “Engagement Interest” Interaction Sub-Category
We have created a new interaction Sub-Category for Indicated willingness to help. When entering your interactions you will need to select the Category “Engagement Interest” and then the Sub-Category “Indicated Willingness to help” as […]
New Segments vs. Existing Segments
NOTE: The helpdesk ticketing system in this video/article may look different as we begin our transition to TeamDynamix. Once this change goes into effect, you will see a notice when […]
Using the Browse Function in the Query Tool
Query users, did you know that you can navigate to constituent pages, interactions, wealth information and more directly from your query results preview?!
Querying Mentor/Mentee Relationships
With the UGA Mentor Program underway, there is now a way to query those individuals involved in this exciting new venture. This process only refers to individuals who are part […]