Automatically change the "response" on the appeal tab to GAVE when a related gift is entered

Automatically update appeal responses for constituents that already have an appeal within their appeal tab. Scenario:  Appeal is preloaded onto a constituent record when a direct mail piece is sent out.  When a gift is received and that appeal is entered, automatically change the response on the appeal tab to GAVE.

  • Guest
  • Dec 21 2018
  • Reviewed: Voting Open
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  • Aldera Chisholm commented
    06 Aug 12:42

    This is such a key feature for tracking appeals!