Hi all,
We'd like to have a single flag on some constituent accounts that has multi-select functionality.
Specifically, if a funder is a prospective donor for 4 different projects, we'd flag the funder as Prospect and the dropdown menu would specify exactly which projects the staff member believes they have an interest/affinity. Then when discussing how to fund a project, we could also pull a list of everyone with that project flag.
Custom fields in plans would be ideal but I understand that they don't have this technical functionality. Is anyone aware of another spot we could store this data with this type of functionality?
The back-up plan is an attribute, but then said funder gets 4 new attributes which is clunky and space-filling.
Thanks in advance for your ideas-
MeganSeattle Symphony
Hi Megan,
We've been pondering this same question. So far what we are thinking about and looking into are 2 things:
1.) build out the "interests" we track as an organization so that we can flag people with very specific interests, including funding interests. It doesn't directly connect to plans but our hope with that is it will help us refine prospecting queries, especially when it comes to project specific funding.
2.) creating various "Designations" that track various funding asks/interests. In an ideal world you would be able to select multiple designations but that isn't currently possible so we are considering adding a designation of "multiple funds/projects" and/or adding designations for specific funding combinations, ex: annual/AIleyCamp, things that are quite frequent for us. The nice thing about this is it can be added to the gift and plan and can then be pulled out nicely with various reports.
If you are also needing a way to highlight at a glance that a constituent is a prospect/donor for multiple campaigns, you might consider a constituency, but if you are just needing ways to pull these people that might be overkill.
Laurel
Cal Performances, UC Berkeley