New feature request Subscribe
Status In Progress
Categories Transactions
Created by Guest
Created on Jul 15, 2022

RELATED FEATURE REQUESTS

Indicate the fundraiser of a gift (eg major gift officers, board, fundraiser hosts) without using soft credits

Provide a way to clearly indicate the person who asked for a gift without using soft credits. This could help by keeping soft credit use cases separately, and enable future analysis features around solicitor performance.


examples:

  • Major gift officers

  • Board "get" fundraising

  • Peer-to-peer crowdfunding fundraiser hosts

  • Attach files
  • Guest
    Reply
    |     Sep 25, 2024

    We are using a custom transaction field for this and have to review all gifts on records with solicitations to try to determine this. Would love something simpler!

  • Guest
    Reply
    |     Aug 9, 2022

    You can add solicitor as a transaction custom field and track one or multiple solicitors.

  • Guest
    Reply
    |     Jul 29, 2022

    This is our #1 request from our Board and CEO. Would be extremely helpful and save time.

    This is also the #1 thing we miss from Raiser's Edge.

  • Guest
    Reply
    |     Jul 22, 2022

    I do this with a custom field in both the gift record and the constituent record, however it would be helpful if we could indicate a constituent is a solicitor and relate the constituent record to the solicitor record and/or specific gift record.