Donation Acknowledgement Internal Field
Hi! I would like to add a field to my database so that I can track whether or not our organization has sent a Thank You Note to a donor for their donation. This is NOT the same note as the system-generated confirmation of their online donation, this is a personal note written by our Executive Director. Is there a place that I can add a internally viewed field (that would NOT be seen by the donor on his/her profile when they logged in) that is attached to the donor’s individual donation? My ultimate goal is to be able to pull a query of donations that have a flag of “unacknowledged” or “acknowledged” (so this could be a simple Yes/No field, but ideally I would also like to add another Date field indicating when the Thank You letter went out, and another field indicating who the author of the Thank You Letter is), and then generate letters based on the contact list. At a minimum, I would like the query to be able to contain:
Thank you so much.
Brandon Longley commented
We have a field like this in Admin only (Internal Use) within member's profiles, it works well - and is easily searchable.
AdminEvgeny Zaritovskiy (VP Technology of Wild Apricot by Personify, Wild Apricot by Personify) commented
The only workaround I can suggest now is to create a new Contact field and make it admin only. Then you can use advanced search on contact list to find needed contacts, send email and change the field manually.
This type of field would also be helpful for Membership Contributions and really any type of monies received -- anything for which the organization may wish to send a personal acknowledgement. Thank you.