Major Gifts uses the activity subtypes below to track engagement with donors.
MG – Cultivation
MG – Solicitation
MG – Stewardship
We are now looking to capture and search the types of meetings that gift officers have during each stage. We want a custom field set for "meeting type" added to those activities with the following options via a drop-down:
Call
In-person
Virtual
Please let me know if I can provide further info.
Apologies @DBautista-WMF - missed this as it didn't have our tag on it.
This can be done via the UI in Civi, however does also require coordination with FR-Tech on enabling associated triggers and adding to our development environment. There's also a governance/consistency question.
If this can wait a bit more I'd recommend we put it on the tasklist of the new CRM Admin, starting in the next couple of months.
Change #1194704 had a related patch set uploaded (by Lars SG; author: Lars SG):
[wikimedia/fundraising/crm@master] Add triggers for MGFE custom field group I created this in the UI because the activity types it extends are not managed.
@DBautista-WMF These options have been added. When creating a new activity, you'll see a field group called MGFE and in there a field called Format with those three options. I opted for the Format field name in order to keep this more general, so it can be used for other activity types like events (but we can change the title if this is not clear).
Currently, you can only select one option, but if you'd like it to be possible to select multiple options, just let me know.
In the future, we can look at a simplified new activity form to better fit MGFE's, which could make this field a little more prominent.
Change #1194704 abandoned by Lars SG:
[wikimedia/fundraising/crm@master] Add triggers for MGFE custom field group I created this in the UI because the activity types it extends are not managed.