Features in this article may not be included in every Funraise plan.
If you are working with a supporter follow up team, the Task Search Page will come in handy! You'll be able to display ALL your organization's Tasks based on the assignee, status, and more.
To access the Task Search List:
1. Navigate to the Tasks section and click Search from the top bar menu.
Task Filtering Options
Donor First Name
Donor Last Name
Donor Institution Name
Donor Institution Category