Contact Relationship information to know others in the organization with the ability to hyperlink to the Contact relationships.
Same gift, actions,etc as individuals.
Totally agree that we need to be able to access organization records too on the mobile app! Need to see all the same information as on an individual record. Glad to see it is in the works for 2013!
Very much hope the mobile app offers access to org records/gifts soon! We can't see matching pledges/gifts or donor-advised fund soft credits, etc. on individual records either. Therefore, info is incomplete on individual records too. Sort of defeats the purpose a little...
I would be happy to discuss. Please contact me at the address in my profile. Thanks!
We would love to discuss!
Wonderful! Thanks!
I work with foundations and need to be able to see contact information, gift history, media, notes - everything that is relevant with an individual.
Happy discuss. Need to see the same information as we would for an individual. We have personal and organization clients
Contact Relationship information to know others in the organization with the ability to hyperlink to the Contact relationships.
Same gift, actions,etc as individuals.
I agree with all of the above. We could really use this feature.
We have a prototype to review, please sign up at: https://www.timetrade.com/book/NKR4Q if you would like to give your feedback! thank you -- Jenn
Totally agree that we need to be able to access organization records too on the mobile app! Need to see all the same information as on an individual record. Glad to see it is in the works for 2013!
Very much hope the mobile app offers access to org records/gifts soon! We can't see matching pledges/gifts or donor-advised fund soft credits, etc. on individual records either. Therefore, info is incomplete on individual records too. Sort of defeats the purpose a little...
This will be released, along with showing soft credits in the mobile app, at the end of March 2013.