• Hey Megan - Notes and/or Tasks are a great option for this. They can be attached to any sort of record, so you might attach them to Profiles, or even within the 'Donor' or 'Grantee' designations within Profiles. They can also be attached to Donations or Grants so they are very versatile. We see many organizations create…
  • Mandi these are some excellent ideas! I particularly like #8,
  • Good morning everyone! We are nearing the 'completion' of a full transition to Foundant's solutions here at the Community Foundation of Northern Illinois, and as the initial 'migration' fires simmer down, I look forward to having more time to devote to the Foundant Community. I am the Director of Finance here, and have…