Special Handling Codes
Was wondering if there is any way to create special handling codes for profiles, donations, and funds that would allow an alert to pop up if there is something specific a colleague should know when reviewing each area. An example would be if we have been asked by a donor to not send an acknowledgement letter until the end of the year for all the gifts they give. When we enter a donation from that profile it would alert us to not send a thank you letter. Thanks for considering.
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Stacy Robinson
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