Managing corporate multiple locations and subsidaries, so only 1 head office comes up in search and all other subsidaries and/or locations.
Managing corporate multiple locations and subsidiaries, so only 1 head office comes up in search and all other subsidiaries and/or locations are held within that one record. This will streamline the query better and allow for the fundraiser to find out the entire overview of the portfolio not having to click in each and every tab and subsidiaries.
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Guest
- Dec 3 2015
Related ideas
Salesforce can do all of this am more and still manage gifts just as well if not better. Imagine being able to type in CIBC and getting to the head office and main contact within minutes as you are out of the office and in meetings. They in that same account seeing the total giving and how long they have been with your org and any strategies or issues you should be aware before making that call. this is on first glance not having to click every tab in the accounts and click over 100 or more locations and there tab to get a feel for the history of the corporate donor. Also no report print or query needed to get a total giving # is is created for you on the first page of the account. WHY are we still using raisers edge??? Are we leaders or are we followers.