Hey Tess friends,
How are you guys tracking multiple contacts at one Organization? For example, Org A has a primary contact that we want to solicit, but when they contribute to our annual fundraising gala, they want another person to receive all of the updates and correspondence IN ADDITION TO the primary contact. Are you using a combo of Salutations and Contact Point Purposes?
Help! I've put off figuring this out too long and now I NEED to solve it .
Many thanks,
Keri Noerrlinger
Kansas City Rep Theatre
Hi Keri,we currently use different affiliations to manage these, for example for our Corporate Partnerships team I set up extra options in the "employment" relationship category to meet their needs. Sponsor-Executive, Sponsor-General, Sponsor Main (for the main contact) and Sponsor-Potential.I have a spreadsheet that shows the affiliation and association mapping we use across the organisation if you think that may help?
I found that there hasn't been as much engagement in the contact point purposes but have been discussing it for future use.Brenda
Brenda,
I'd love to see your mapping if you don't mind.
Thanks!
Keri, noerrlingerk@kcrep.org