Make "invited campaigns" visible for profile types beyond donors.
Many profiles - civic leaders, or organizational profiles such as grantees - may not be donors or fund advisors, but are part of campaigns which represent a relationship or opportunity. Making invited campaigns visible for those profiles shows at a glance whether they received an invitation, a newsletter, the annual report, or a solicitation, etc. Currently we can't see that without going through a lot of extra work through the campaigns - but if Csuite is truly a relational database able to do segmented and targeted "opportunity" marketing, then this feature has to be incorporated to display important partnership relationships that don't involve transactions.
Andrea Clements commented
Absolutely true. In the same way, a student is automatically labeled a "vendor" and a "student" when connected from SLM. We do not issue checks directly to students or individuals, therefore they are never an actual vendor. When we pull a vendor list it is not accurate.
Sally Weldon commented
Should have campaign connected to the profile and have a selection as to if the RSVP / Attended is needed. If it is a mass mailing, it doesn't need RSVP/Attended.
Yes! Campaigns should be connected to profiles not to donor records. Just because they received a mailing or were invited to an event doesn't make them a donor but it's important for us to be able to see it on their profile record so we know what our contact with them has been. This request is similar:
Melissa Timko commented
This! We need a "profile is" field called campaigns -- right now people are automatically marked as a donor if they have been invited to a campaign. Why? They haven't donated!