Preferred Listing for Organizations

It would be helpful if organization records could also have an 'addressee' tab or an area to note a preferred listing so that it's possible to note an alias that can be pulled directly into a Donor Category Report. In other words, some of our foundations prefer listings that don't fit as the name on their constituent record. In an individual record, the need for a preferred listing that can be used in a Donor Category Report can be addressed in the addressee tab.

  • Guest
  • Jun 2 2020
  • Attach files