Add Project list to activities
I'd like to track our various projects (sponsorships etc) and be able to pull up all the activities (calls) that have been made for each specific project.
I don't see anyway to do that but it looks as though a "project" field could be added to activities and the AE could associate that activity w/ a particular project that we're selling. Feel free to call me for more info if needed. I think this would be helpful for stations as they come up w/ more multi-level projects and non-traditional revenue generators.
Chad Woolbright
shared this idea
We have completed this work with a new and improved Projects experience in Monarch. We’re soft launching this right now and would love to get your organization on board with it!
Either way, we’ll be doing a full roll out in early 2020 so if you want to take an official dive after the holidays that’s fine too.
Thanks for your input!