How do you keep notes for spouses?
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We have a staff member make donor thank you calls and we pull constituent profiles to provide background information and assist with the calls. I've noticed multiple times that when I pull a profile for a donor, the profile may be missing a great deal of important information because notes are being tracked in his/her spouse's profile. How do you make sure you are getting the full picture of both spouses when you only pull a profile for one? As a note, sharing profiles for both spouses would be overwhelming/confusing for the staff member who is making calls.
Here's an example, if it helps:
Joe and Sally Smith are a married couple who often donate to our organization. Sally is listed as the head of household in our database because she is the more active donor of the two. Over the years, we've entered detailed notes in Sally's profile and documented their home value, information about their children, facts on how Joe and Sally met, etc. Since Joe is much less involved with our organization, he does not have any notes in his record.
One day, Joe decides to make a donation and does not include Sally's name on the reply device. For the first time, Joe is listed as the donor and Sally is listed as the soft credit. When I pull the profiles of this week's donors, I wouldn't get any background information on Joe because all of the notes are in Sally's profile.
How do you track notes that are relevant to both spouses? Do you copy and paste the notes into both records? I greatly appreciate all ideas!
Here's an example, if it helps:
Joe and Sally Smith are a married couple who often donate to our organization. Sally is listed as the head of household in our database because she is the more active donor of the two. Over the years, we've entered detailed notes in Sally's profile and documented their home value, information about their children, facts on how Joe and Sally met, etc. Since Joe is much less involved with our organization, he does not have any notes in his record.
One day, Joe decides to make a donation and does not include Sally's name on the reply device. For the first time, Joe is listed as the donor and Sally is listed as the soft credit. When I pull the profiles of this week's donors, I wouldn't get any background information on Joe because all of the notes are in Sally's profile.
How do you track notes that are relevant to both spouses? Do you copy and paste the notes into both records? I greatly appreciate all ideas!
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Comments
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Great suggestion for Discovery Idea Bank. There are some suggestions on their for shared relationships, shared actions etc but don't think there's one for having the option to share notes between spouses. That would be a great idea even if not pulling constituent profile but just looking at record. Would be a nice option!!!!
If you post it there, link it back to this thread - I'd support it as an option.
If there's something significant for both records we would cut and paste note on both records.1 -
Thank you for the suggestion about the Idea Bank. I checked and it seems that someone else has posted a similar request: https://bbcrm.ideas.aha.io/ideas/CRM-I-637 Let's all support this idea - there is power in numbers!
I hope this is something they review and release soon.0 -
I followed the link to that suggestion and was thrown off by the different look of it. It seems that site is for CRM, not RE7.1
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