Joint Asks - Linked Opportunities

It would be great if we could record joint asks - where the opportunity for a joint ask could be linked on both records, but not necessarily double count in reporting.

This would be for a couple, or when there is an individual who should be connected to a corporate gift (ie professional corporation where the professional AND the corporation are on the ask - lawyers, dentists, etc.)


As a related note, if actions could be joint as well (but only counted as a single action) that would be great.

  • Miranda DIakiw
  • Feb 15 2022
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