I attended a Neon webinar promoting phone banks and it occurred to me that you could have better reports to use for phone banks.
For instance, I want to include the "Account Notes Text" field in my call list report, but those notes can only be exported using a separate report. I had to export two excel files and then spend time merging the info.
Second, it would be nice if you had a report just for phone banks. My old donor database had these and they were awesome. They came out as half sheets that contained the donor's giving history, notes, preferences, etc. so the person calling had everything they needed for the conversation in one place.
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