How to View PM Alerts in Trax

Tags PMalerts

Why is this important to me?

PM alerts help you track useful information such as gifts from prospects, prospect birthdays, and giving milestones.

Step 1: Open a constituent record.

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

Step 2: Click the Fundraiser tab.

Step 3: Click the PM Alerts second tier tab to view PM alerts.


Article ID: 3402
Thu 1/28/21 5:38 PM
Fri 1/29/21 10:06 AM