Dec 12, 2019
Veracross uses individual events to track when certain milestones occur, e.g., when you send someone their account welcome email, the "Welcome Email Sent" individual event is added to their person record, letting you easily see who got the email and when. Did you know that you can create your own individual event categories with custom security? Last week in part 1, we gave an overview of how individual events work in Veracross and then saw a use case for tracking information not otherwise easily captured. In this webinar, we go through a second use case and then talk about how to report on these custom individual event types we've created.