Have solicitor's gifts appear when looking under the gift tab of that solicitor's record
Under the Gift Tab in a constitutes record allow for solicitation gifts to appear so that it is similar to soft credit but have it read as cash-solicitation amount instead
-
Guest
- Feb 24 2015
Related ideas
Oh - please don't automatically have them displayed if you consider this suggestion. We have constituents that would have 100s of additional gift records be on their gift tab. No, do not clutter the gift tab this way. No way we would want all that appearing on the record. Don't want to have to filter them out.
Sorry, Daphne Have you looked at solicitor analysis reports? Have you looked at "is a solitior > details > assignments and click the + box? There are other options to view/report on this info.
I would not like this at all.