Altru Ideas

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Automatic user-defined constituency codes

It would be nice to be able to define constituency codes that get applied to a constituents record automatically, in the same way as donor, major donor, etc.

For example, we are keeping track of donations of gifts of art via interactions. Right now, I manually assign the Donor of Art•ÈÀ constituency code for each person who has an interaction with category = Gift of Art.

Maybe an easy way to do it is to relate a selection to the constituency code. Something like this:

  • Guest
  • Jan 4 2016
  • Reviewed
Constituent Records / Query
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  • Guest commented
    November 20, 2019 17:44

    It would be incredibly beneficial from a programs/events standpoint to have certain codes assigned automatically to constituents at the time of registration. Instead of having to manually add the code to what can some times be 100 or more constituents.

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  • Emily Dunkin commented
    April 28, 2019 02:25

    We would like to be able to set up a constituency that applies automatically when a patron attends a specific event. Currently we are applying the constituency manually.

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  • Guest commented
    August 30, 2016 17:51

    I'd like to see an automatic revenue generated constituency code based on the date/amount criteria I set. Actually, I would like to be able to add as many of these as I can. It would be great to see 2016 Donor / 2017 Donor etc.

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  • +5

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