Opportunit ies vs Donations
04-12-2010 01:42 AM
Here is the thing
We are a nonprofit that receives donations from various organizations and individuals. However, we also have programs and events where we charge people (basically products and services). By having the non-profit CRM it seems that I can’t have donations and products for one contact. I just learned that you will need the opportunities tab for the products to work
Bottom line… What I would like is to click on a contact and have both the donations and the product purchasing history displayed on the contact page layout. Currently I can only see donations. Some contacts are going to make donations and some will make donations and purchase products.
Any suggestions on how to go about this?
Thanks
