Activities Management

Benefits

With CE’s Activities module, you can assign tasks and keep track of virtually all interactions with constituents and contacts.

Features

• Add, edit, or delete activities to record important information or interactions with constituents (e.g. logging phone conversations or meetings)
• CE automatically logs activities related to system functions such as sending email to constituents, constituent profile updates and more
• Custom fields capability enables users to create customized activity listings
• Mass activities feature enables users to record activities taken for entire lists of contacts (e.g. recording contacts who were sent mailings)