Add option to "share" an action to another constituent

Just like we have an option to apply a soft credit to a gift that "copies" to another constituent, it would be helpful if actions/notes could have the option to be shared to the spouse's record.

Sometimes we email, mail or call both members of a couple and when we add the action, we have to add it to both records.

  • Shauna Kipper
  • Oct 2 2020
Actions
  • Attach files
  • Guest commented
    October 09, 2023 16:00

    This would be great! When pulling a mailing list for soft credits where both married constituents are soft credited, I want to be able to just send one letter for their gift. This would definitely help solve that issue.

    Attachments Open full size
  • Jennifer Briganti commented
    September 30, 2021 15:22

    yes please!!!

    Attachments Open full size
  • Guest commented
    March 24, 2021 18:28

    Yes! This would be especially helpful for keeping the records for related individuals and foundations. We have donors who change their giving behavior between their individual record and their foundation, but we steward them as one. It would be great to have the option to soft credit an action.

    Attachments Open full size

Related ideas