Hey Tessiturians,
Does anyone here use the "Initiator" field in gift entry to track contributions that count towards a Trustee's "Get" amount? We have a Give/Get amount for each of our trustees, and want to make sure that we're tracking the donors that they bring in and the gifts from those donors. At TLCC, it was suggested that we use "Initiator" for that function, but the v.15 documentation refers to "Initiator" as being for households and other groups, to track who in that group drove the decision to make a gift.
Old Forum posts on this topic refer users to assign Board Members as Workers on Plans for their prospects and contacts, and then to track the contributions attached to those workers. It seems like that would work for tracking in Analytics, but may not be as easily pulled in reports or as part of the Print Acknowledgments data...
Beyond this, I can't seem to figure out the pros and cons of each approach. Anyone have any insight?
Hi Jaime,Thanks for your post - wondering if cross-posting to the Fundraising & Development community group would be beneficial? Hopefully you'll get some responses over there.- Gill Tasker, Community Manager