Org Primary Contact: used for Receipting/Confirmations or for Fundraisers?
Margaret Evans
New Member
Hi,
We have a situation similar to the one posed in this thread in the RE discussion forums:
https://community.blackbaud.com/forums/viewtopic/158/28635
Our Gift Admin team uses the Primary contact to indicate who should receive gift confirmations. At larger organizations this usually isn't the same person as the fundraiser's 'Primary Contact'. Gift Admin updates the Primary contact manually when a new gift comes in to ensure that the gift sender receives the gift confirmation.
The fundraisers and Gift Admin both using 'Primary contact' brings them into conflict.
We are looking at switching either Gift Admin or the fundraisers over to using 'Contact Type' (for ex Contact Type 'Receipts' for Gift Admin).
Not sure how other CRM users have mitigated the 'Primary contact' issue: is it primarily used by Gift Admin or Fundraisers? How have you solved for needing a separate 'Acknowledgement Contact' from 'Primary Contact'?
We have a situation similar to the one posed in this thread in the RE discussion forums:
https://community.blackbaud.com/forums/viewtopic/158/28635
Our Gift Admin team uses the Primary contact to indicate who should receive gift confirmations. At larger organizations this usually isn't the same person as the fundraiser's 'Primary Contact'. Gift Admin updates the Primary contact manually when a new gift comes in to ensure that the gift sender receives the gift confirmation.
The fundraisers and Gift Admin both using 'Primary contact' brings them into conflict.
We are looking at switching either Gift Admin or the fundraisers over to using 'Contact Type' (for ex Contact Type 'Receipts' for Gift Admin).
Not sure how other CRM users have mitigated the 'Primary contact' issue: is it primarily used by Gift Admin or Fundraisers? How have you solved for needing a separate 'Acknowledgement Contact' from 'Primary Contact'?
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