Ability to link an action from one constituent record to another constituent's proposal

We could have a group fundraising and one person is the key Proposal holder. We may have separate records for the individuals depending on various factors. There are times when we want to speak to one supporter about their contribution to another proposal. Perhaps they have agreed to support their friends proposal by selling teams for their golf day. Perhaps we call them to ay thank you for their part in helping to organise something that raised funds towards this proposal. We want to be able to link that interaction with a supporter to the proposal.

We would be able to see when reporting exactly who had been spoken to and regarding what proposal. It would show up under both activity with that supporter and the report regarding proposal activity.

It would simply be a case of hitting the binoculars next to proposal and selecting a different constituent.

  • Guest
  • May 23 2017
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