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Status Under Consideration
Created by Guest
Created on Oct 9, 2024

Add Latest Interaction Date and Info as a report column

I need to be able to see when my last interaction was with a constituent when I'm viewing various reports. This information may be helpful in providing next touchpoint guidance, allow me to prioritize which constituents need some new communication, etc.

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  • Guest
    Jun 18, 2025

    I would benefit greatly from this feature and would further note that it would be helpful to be able to add most recent interaction AND any open tasks that are either overdue or for the future.

  • Guest
    Jun 10, 2025

    This would be extremely helpful in reports for moves management!

  • Guest
    Mar 6, 2025

    This feature would be utilized heavily by our group as well as it's a key component of portfolio management to ensure we're staying in touch with our major donors.