In This Article:

    Programmable Tasks Overview

    In This Article:

      Programmable Tasks may be assigned to Custom Fields on the main Constituent screen as well as to the Deceased Date field. This allows you to have DonorPro automatically generate a task when the value of a Custom Field changes or when a date is entered into a Deceased Date field.

      In the example below, a customer has added a Custom Field to the Constituent screen named “Status”. This Custom Field was defined as a dropdown box, where one of the values is “Dropped”. “Xavier Zachary” will receive a popup reminder immediately when “Constituent Status” on any constituent changes to “Dropped”. Selecting the “any value” radio button will result in Xavier being notified any time the value of this field changes.

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