4 - Data Explorer
4 - Data Explorer
since ‎Aug 04, 2020
‎Nov 29, 2022

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  • 7 Posts
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User Activity

We’ve built out an epic donor CRM base with the help of a developer, but we’re struggling to figure out the best way to approach spouses and families. Sometimes a person donates as an individual, and sometimes they donate as a married couple. I think...
I’ve built out a base with most of the sections I think we need. I’d like to collaborate with a consultant to come in to finesse it a bit based on the architecture I’ve built out to accomplish our goals. This will include, at least: All Contributions...