Please consider adding the donor category to the information that appears to callers.
Assuming you are meaning donor category as in Alumnus, Friend, Staff Member, etc.
We use Donor Category in the Primary Relationship field (if my memory serves me correctly on the import). We also added a custom field for the Spouse's primary relationship so the callers can see if another constituent is part of the household.
This would be very helpful!
You won't be notified about changes to this idea.
Assuming you are meaning donor category as in Alumnus, Friend, Staff Member, etc.
We use Donor Category in the Primary Relationship field (if my memory serves me correctly on the import). We also added a custom field for the Spouse's primary relationship so the callers can see if another constituent is part of the household.
This would be very helpful!