Default household recognition credits-allow option to exclude non-spouse household members

In the recognition settings configuration, there are default household recognition options. We would like to suggest an additional option for the "For member revenue recognize". It would be nice to have the option to recognize the spouse with a recognition credit separate from non-spouse members of the household.

We have many accounts with children and/or personal assistants in the household with the major donor. We generally apply revenue to the primary member of the household and want to assign a recognition credit to the spouse. Right now we have the configuration set to assign recognition credit to all members of the household but we really only want to assign it to the spouse.

  • Amanda Brown
  • Jul 23 2017
Organization Name (Please enter full organization name) The Nature Conservancy
Reported Version 4.0
  • Attach files