Soft Credit Actions

When a fundraiser meets with multiple prospects for an opportunity, it would be useful to link the action/contact report to multiple constituents.  Needed especially for Households and Family groups- i.e.: met with Father, Mother and Daughter about a Family gift, need to know about the meeting from any of their records without duplicating actions or counts.

  • Deleted User
  • Nov 6 2017
Opportunities
  • Attach files
  • Jeannie Goings commented
    September 28, 2020 18:48

    @Sarah Getgood -- Indeed, this is something that thankQ does much better than RE. The ability to see the last interaction with a member of a household without having to open each member's record. Soft credit actions will improve efficiencies across the board.

    ×

    Attachments Open full size

  • Bridget Everts commented
    August 19, 2019 16:03

    PLEASE!! I have to enter the same action notes so many times because of all the group meetings!

    ×

    Attachments Open full size

  • Sarah Getgood commented
    July 16, 2019 11:21

    This feature is one of the few that other software like thankQ does much, much better than RE - i want all my corporate partners to have their actions soft creditable!

    ×

    Attachments Open full size

  • Sunshine Reinken Watson commented
    January 15, 2019 23:08

    Please consider this!

    ×

    Attachments Open full size

  • Peter Folkert commented
    April 03, 2018 21:19

    I agree with this. Our Gift Officers meet with families for a family ask. Would love to see functionality around assigning an action to multiple constituents.

    ×

    Attachments Open full size

Related ideas