Hi all!
We use an Infomaker form to have staff fill out exactly what Campaign/Fund/Appeal/Source/Designation/Channel they wish the gift to be coded to. We have alot of turnover in the department and these forms suffer for it. Staff just can not fill them out correctly - so I end up reviewing and re doing repeatedly which really slows our system of gift processing down!
Does anyone have another method that works for them? Our lower level gifts do not, by our business rule, require a Gift Form but any gift over 2500 does.
Any suggestions would be much appreciated!!
Lise at Roundabout Theatre