Able to View the Donor Category for Constituents

Please consider adding the donor category to the information that appears to callers.

  • Guest
  • May 14 2021
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  • Nikki Long commented
    October 28, 2021 14:44

    Assuming you are meaning donor category as in Alumnus, Friend, Staff Member, etc.


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  • Nikki Long commented
    October 28, 2021 14:43

    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.


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  • Emily Berry commented
    May 20, 2021 13:20

    This would be very helpful!

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