Question

Customer setup for reporting

  • 24 January 2023
  • 0 replies
  • 4 views

Hi!

 

I have recently started at a nonprofit for women who have genetic mutations for breast and/or ovarian cancer or have received a diagnosis.  We send out care packages to these women.  We currently have a field in the person’s information where we manually type in the date that it has been sent.  It is not set up to recognize it as a a date so we cannot count how many care packages we have sent over a certain amount of time.  Any advice on how to set up a person’s contact information where we can set it up so we can count how many care packages we have sent over a period of time?

 

TIA,

Rachel


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