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    Category: Updating Tasks/Statuses

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    View Logs/Updated By Screen

    January 30, 2023 user

    In the admin tab of the donations section, there is a button that says View Logs. There you can see when any changes were made

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    Updating Tasks/Statuses

    Donation Statuses

    October 26, 2022November 23, 2022 user

    The status of each donation/lead needs to be updated manually. Statuses are found on the top right side. After working on a follow up, change

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    Updating Tasks/Statuses

    J4J Follow ups (Tasks)

    October 24, 2022November 23, 2022 user

    Followups in J4J are called Tasks. They are found under the Tasks tab. Tasks are sorted by your own follow ups and unassigned follow ups.

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