Constituent Note Types

Lisa Saneda
Lisa Saneda
Fifth Anniversary
in Blackbaud Altru® General Discussions
Hi everyone!

I am busy cleaning up a database and am dealing with over 75 Constituent Note Types.  Obviously, I have a lot of consolidating to do!  What standard Constituent Note Types work for your organization?

Lisa
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Comments

  • Natalie Bousquet
    Natalie Bousquet
    Fourth Anniversary Kudos 1 Participant Facilitator 1
    Hi Lisa,


    I think we can all understand your struggle! Our note list is under 20, with some being custom to our operation. Notes we cannot live without are:


    Obituary

    Biographical

    Press/Media

    Interest/Hobbies

    Research


    Best of luck with your spring cleaning!
  • Christine Del Favero
    Christine Del Favero
    Name Dropper Participant Facilitator 1 Loyalty Badge

    Reactivating this thread to say thanks for raising the question, @Lisa Saneda, and for your top 5 list, @Natalie Bousquet! I'd be curious what other note types various organizations are using- thanks for any suggestions!

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