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...
Thank you for such a thoughtful response! We have all of that set-up, thankfully! There are a few cases where we didn’t split up couples because they are always interacting together, but I imagine we’ll still go through the process to split them up s...
Actually, I figured out the problem - there was an extra spaced that was causing the error after the first FY. Thank you for this solution - it saved me so much time!
I saw this was answered elsewhere! BUT I was wondering why you were considering going from salesforce into Airtable? Or are you keeping salesforce, and just using Airtable for something else? Thank you!
