How to View PRM Alerts in Trax

Tags alert Trax PRM

Why is this important to me?

PRM alerts help you track useful information such as closed opportunities and plan changes.

Step 1: Open a constituent record.

Note: Refer to the How to Search for a Constituent in Trax document to help open a constituent record.

Step 2: Click the Fundraiser tab.

Step 3: Click the PRM Alerts to view closed opportunities and plan changes.

Details

Article ID: 3401
Created
Thu 1/28/21 5:38 PM
Modified
Fri 1/29/21 10:06 AM