Donor Contact
Since one of the primary purposes of Community Suite is customer relations management (CRM), there needs to be more sophisticated options for recording contact with donors. Right now the only way to do this is to add a note for each contact. Other CRM systems I have used make it much easier to open a box to record each contact: date, nature of contact (phone, email, visit, etc.), who made the contact, etc. This should be stored in such a way that it is easy to pull up a list of all contacts with a particular donor.
23
votes
Wendy Francis
shared this idea
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Kelly Siefkin
commented
Would love a feature to use in the BCC line with donor communication so a copy of the e-mail is saved in the system.