Provide an option to add gifts for constituents who are linked to a solicitor without automatically crediting the solicitor to the gift.

We want to evaluate gift officer fundraising success related to proposals and contacts. Simply being assigned to a constituent doesn't indicate that the fundraiser actually had an active role in bringing in a gift. An option to choose whether the system automatically adds the credit *or whether the gift processor manually adds the gift credit helps will allow more opportunity in how we evaluate fundraiser activity that leads to gifts.

  • Kellie Dentler
  • Jan 25 2024
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