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StaceyRivard

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  • Thanks, Jesika! I appreciate your feedback. I am going to adopt this into our best practices.
  • Hi, What do you think about copying the Org profile, linking them as FKA Org name, and inactivating the old Org name with notes in each with the date and the support that a name change occurred. I am trying to come up with a solution that works for us. Example: Company ABC changed its name to Comp XYZ. Inactivate Company…
  • Hi @coreygetchell, Did you ever make the switch over? I have a handful of donors we need to set up that way as well. I am hoping to frame it so they may increase automatic their donation rather than drop it completely.