Add Contact on Gift Records
Currently there is no way to identify which contact at larger organizations was the point of contact for a specific gift and therefore we cannot send acknowledgement or follow up correspondence to a specific individual.
I would like to see a contact field option available on a gift record similar to that found on action or proposal records.
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JP Provencal
- Jun 25 2012
- Reviewed: Voting Open
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- +187
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I would like to be able to specify which of an organization's contacts to send the letter to, based on what type of gift it is
Merged I would like to choose which relationship within an organization to send a letter to, within the batch. For example, I have an organization I'm entering a gift record to as part of a batch. The organization is large and has 10 or more relationship...2 Reviewed: Voting Open
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Select specific address/contact for gift
Merged I'd like to be able to specify a contact/address for gifts not associated with the primary address or contact.1 Reviewed: Voting Open
Related ideas
Great idea! That would make acknowledging gifts so much easier.
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This change would save my organization hundreds of hours in extra coding and special reporting we have to do in order to track and use this information. Please make the change.
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Changing the status of this idea to Voting Open because it's been reviewed. While not currently planned, this will remain open for voting and future consideration as a change.
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Blackbaud, is this something you've considered yet? This is currently something that creates a lot of problems and messy workarounds in our office, because an organization might have multiple contacts with the same type. And contact attributes are way too complicated for something that could instead be much more easily solved with an added field on the gift record. Similar to action records and participant records.
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What would be even better is if there was Addressee/Salutation for the contact person.
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YES!!
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Interestingly, I can add a contact to an event participant record. I would like to see gifts have something similar. Especially since a contact cannot be assigned more than one type. My primary contact for grants may not be the same for sponsorships or matching gifts, but then again, it might be. But I need some way to sort it out. Otherwise, I'm putting the preferred contact in the reference note and anything out of the norm becomes a manual process.
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Agreed! Actions also have the capability to track the contact at the organization so why can't gifts?
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this would be amazing!
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This would be VERY welcome. The main contact for a particular gift is often not the same as the Primary Contact. As it stands, the only way that we can track the specific contact at an organization for a specific gift is to create three Gift Attributes for Contact Addressee, Contact Salutation and Contact Position - which is both clunky and repetitive.
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This would be incredibly helpful!
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I AGREE! This cause problems during ack letter processing.
We currently have to do a manual process for this to work. Drop down or look up would be great!!!
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I work with very large physician groups and I have to manually enter the names, addressees and salutations for them because I cannot include the acknowledgee for each gift. This would be immensely helpful!
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This would be incredibly helpful! We currently have to do SO MUCH manual work on acknowledgment letters. Drop down or look up is a great idea.
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YES! This is a great suggestion. We work with so many orgs that have so many different contacts. Please make this a reality!
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This is a great idea!!!
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Yes yes yes!! I absolutely agree. It should be optional,but is a great supplement to the solicitor field. Solicitor should be for external contacts and this new field should be for internal organization contacts.
Wow!
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I would love this!
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This would be of HUGE benefit! We are manually deleting all of the unwanted letters that generate, and just keeping the one we want/need. The person running acknowledgment letters is not always the person doing the gift entry, so being able to select from a contact field on a gift record would totally solve the problem!
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I run letters through Mail and cannot select the specific contact. Sometimes there are several relationships defined as contacts for different purposes and a letter and envelope is generated for each of them. This causes a waste of time and resources. My date entry team is longing for our old database just to get past this.
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