Altru Ideas

Soft Credit gifts and matches on the constituent summary page please

I'd like to see some reference to matching gifts in the constituent revenue summary. Right now I have to do serious digging to find matching gift transactions. When Jane Smith calls to say hi, I'd like to open her record on Altru and immediately see that she has soft credit gifts, including matches. How are other folks flagging matching gift donors?
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  • Dec 30 2015
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  • Liz Blake commented
    August 23, 2016 15:54

    Yes it'd be extremely helpful for me and some of my development officers who aren't very computer savvy! I get many visits and phone calls just to look this information up for them.

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