Hi
Is there a way to create planned giving records en masse? We have been using our Telefunding campaign to identify planned giving leads and now have a large number of patrons who need a planned giving record created. They will all have the same code, status and source so I am hoping there is a way to create the records automatically – much like globally adding a solicitation.
Thanks!
Jess Levy
Operations and Process Manager
San Francisco Opera
415-565-3283