Add fields for donor recognition listing on each record
Add fields that are a cross between addressee and constituent attribute that would allow user to record desired donor recognition naming in one field for individuals and organizations. Would like to be able to pull name like an addressee yet record date/comments. All in one place. Allow more than one per record.
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Guest
- May 24 2012
Related ideas
I use a combination of Additional Salutation (called "Donor Listing") and a Constituent Attribute. But it's a pain. Have to use the attribute for Org records (often they want to be listed as something other than what we use as the Const Name, or Longer than 50 characters), and want to cut down on typos by using a Salutation for Individuals (but if they've requested something other than our norm, I change the salutation, then also add the attribute with a comment, or a Note with a longer explanation).
Would be great to have a dedicated field for Donor Listing, on both types of records, with a date and comment field attached...and that works like Addr/Sal,.
Or, if Organization records could have the same add/sals as an individual record, this would work.