We have quite a few organizations that donate to us, and even more who have memberships. Right now, if an organization makes a transaction online, the webforms create a new individual constituent and we have to manually transfer the transaction to the organization, which is somewhat messy when it's a membership transaction. Instead, we ask the organizations to either mail us a check or use a credit card by phone, which elicits some eye-rolling in this day and age. Online transactions should be quick, clear, and accurate, or at least possible for organizations.
Customer references | It was mainly libraries with memberships, but now we are getting more support (and memberships) from local businesses signing on as "Community Partners" |
This would be great. Even giving the web form a "organization" option check box would likely work well. We have orgs doing the same thing which requires back end work to fix.
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