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Donation from an organizati on ?
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04-01-2010 01:28 AM
Hi. I am using the 1 to 1 model and I have received a donation from an organization. How should this be entered? Should the Org be a "contact" ?
Or is there a better way to track donations from orgs? This donation is not from a specific individule so I do not know the best practices to use.
Thanks
Rick McKenney
Re: Donation from an organizati on ?
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04-01-2010 10:57 AM
I would set the Org on the donation to be the company that made the gift. You can use Opportunity Contact Roles to connect an individual to the donation.
Hope that's helpful,
Steve

