We're trying to figure out the best way to wrangle information gathered from major donor visits when there are multiple plans on that donor's account (for example, they may have an endowment plan, a major gift plan and an annual gift plan all on the same record).
What are some best practices for recording the information gathered from the major donor visit on all the active plans without having to copy and paste the notes into each plan? Alternatively, we're trying to stay away from keeping everything in the notes tab with accompanying "see notes tab" notes in the plans... Ideally we want the history to live with the plans--but without continually duplicating work.
Tips? Tricks?
Thanks!