Include the constituent's last gift on the Solicitor Performance Analysis Report
When running the Solicitor Performance Analysis report, users would like to see the donor's last gift date and amount. This may allow the solicitor to better target conversation with constituent for future giving opportunities.
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Guest
- Sep 4 2014
Related ideas
Seems like nice idea but not sure it would work in reality unless you could specify gift type (pledge vs. their monthly gift), fund, appeal etc. To provide this info to our solicitors we print on pledge card a brief giving history by year for the campaign they are working on.