Gift Teams

Say we want to track the influence of our staff on our giving. When a gift comes in, there may be any number of people on our staff that are responsible. If it's a major gift, we can track that with Opportunity teams. What about for regular gifts in the batch? A $1000 gift may not be a major gift, but if a couple people on the team are responsible, they should both get credit. Just an idea. Maybe there's already a way to do this.
1 person likes
this idea
  • Ryan,

    Thanks for this suggestion. I've added this to items for consideration for our next release. I've also added an idea to include a list of related contacts, much as it done on Opportunities, for contacts that somehow influenced or solicited a gift.

    Anyone else who is interested in this suggestion should "Like" this idea so that we can gauge interest in the user community.

  • (some HTML allowed)
    How does this make you feel?
    Add Image

    e.g. indifferent, undecided, unconcerned sad, anxious, confused, frustrated happy, confident, thankful, excited kidding, amused, unsure, silly