Question

Is there a way to track the method that a particular donation was solicited? For example, for our dinner campaign, we have donations that are solicited by mailings, email blasts, phone calls, and face-to-face solicitations. How can we track that?

Answer 1

Excellent question/suggestion. Will have development add a column called Method. Should be ready today.

Comments

Great!  Can development please add it on both charges and payments, and make it that whichever screen we add it on, it will automatically populate the other screen as well?

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Just checking to see if this has been added yet.  Thanks.

Answer 2

Not really. Multiple payments go to one charge. Multiple charges can go to one payment. Payment can be entered before charge. Charge can be entered before payment.

Comments

I just want to make sure that the info would get on the charge screen.  So if I am setting up a charge, I could put it there.  Or, if I create a charge through a payment, and entered the method through the payment, it should create the charge with the method also, similar to how it works with solicitors.

Answer 3

We use the Solicitor column in charges and in put there Email with initials of person that emailed or called with persons initials and you have that column come up in payments and charges.

Answer 4

Added method column in Pledges, Payments and Journal. The drop-down option are setup in admin under Method List, Method Charges List, Method Payments List, Method Journal List. For stuff you want in all three drop-downs put by Method List, Specific stuff put in their own.