gspringer67

Thanks again for the quick response. I will keep working with it and try out these extra features that you’ve explained.

Got it! Thanks.
At this time I am using a custom built site just for this application (my wanting to keep track of people I meet).
I have been tagging posts with the constituents name. Could this feature be automated? It would be handy to have the ability while I’m editing a post to add constituents (instead of adding tags). Could this be something in the “View in WP Issues CRM” area?
Then add a button or link under the view constituents area to show all issues relating to them. I see a view latest online comments but this doesn’t seem to show anything (probably because I’m not using this as part of an online site where the constituents is posting comments?)

Thanks again,
Gary

Will,
I posted this question elsewhere but seeing you responded so quickly I thought I’d post it here also ??
How can I utilize the “Review Date” to help me follow up.
I wasn’t seeing how this field was supposed to function.
It seems like a good candidate for a button that would give me a nicely formatted list of followups by date ??
Thanks again,
Gary