RE to Track Internal Communication

Joe Pauwels

Hi all,


Quick question: does anyone use RE to track internal communcations? For example, if a gift officer talks to a dean about a prospect, do you have the gift officer create an action to record that the interaction took place? We are starting to realize that a lot of that takes place here and we don't really have a record of it unless it works it's way into a later contact report if/when the officer talks to the prospect


Thank you!

--Joe

Elaine Tucker

Joe Pauwels:

Hi all,


Quick question: does anyone use RE to track internal communcations? For example, if a gift officer talks to a dean about a prospect, do you have the gift officer create an action to record that the interaction took place? We are starting to realize that a lot of that takes place here and we don't really have a record of it unless it works it's way into a later contact report if/when the officer talks to the prospect


Thank you!

--Joe

Yes we do. Prospect that is going to have an ask of $1,500 or more is coded as a prospect, and a proposal is added to their Constituent Record.

Any actions that are associated with that proposal, cultivation visit, meeting, the "actual" ask, as well as any post funding documents like thank you letters or grant reports are all linked to that proposal so we can easily see what has gone on with the Dev Officer as well as the donor.