Have the ability to link a proposal to spouse record
Link one proposal to a linked spouse record. In dual alumni households where both are major gift prospects it would be nice to have one proposal and it's associated actions appear on both records without having to do double entries.
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Gail Jones
- Jul 21 2016
Related ideas
Yes, you should be able to share a proposal/opportunity between constituents, just like soft-crediting a gift. This would prevent us from double-counting on proposals/opportunities.