Add a comments field to Stewardship | Ideas for Blackbaud CRM and BBIS

Add a comments field to Stewardship Recipient records

We would like to add notes on a Stewardship Recipient record just as we do on the Fund Recipient record.

Gregory Amarante
May 16 2018
Reviewed: Voting Open

Blackbaud CRM / Stewardship

Organization Name (Please enter full organization name)	Bucknell University
Reported Version	4.0

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Elaine Murphy commented

February 04, 2020 22:14

I'm not sure if this is the same thing as the Stewardship Recipient on the Fundraising Purpose record. I would like to have a Comment field in addition to the recipient type and start/end dates.

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Please add a Comments field under Fundraising Purposes\Stewardship Recipients. You have one for Recipients, why not Stewardship Recipients??? Merged

It would be helpful to be able to add notes for specific stewardship recipients. Currently we can only add a Documentation note that applies to the whole purpose record.

Created 10 Aug 18:46 by Elaine Murphy

Blackbaud CRM / Stewardship

0 Reviewed: Voting Open