Hi Everyone,
My organization is looking for a way to connect our Board Members to individuals that they know/interactive with directly relating to the organization. For this they have requested a way for us to be able to notify them when someone they know donates to us. What have some of you done in terms of creating a system for connecting these individuals and having a report or notification be sent to a staff member to then notify the Board Members. We have talked through using Plans and also using the relationship tabs but we are looking for advice from someone who may have experience and have found an effective way to do this.
Thank you in advance for the help with this!