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Notes Scheduled Call Back

Is there a way to set the number of days from a scheduled call back as to when it will show up on your dashboard? I scheduled a call back in a private note in about a week and it didn't show up on my dash. I have call backs showing up but they are all within a day or two of the scheduled time. Just wondering if there is a setting. I haven't found it.


Thanks,

Don McKenzie

Hi Don.


Thanks for the question.


I would suggest at looking at People Flows. They are a great tool for organising call-backs for new members, or for keeping track on peoples progression in other areas of your church.


https://help.elvanto.com/using-elvanto/people/people-flows-and-follow-ups/how-to-use-people-flows/


Hope this helps,

Stewart


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