Constituent/Record 'Contact' updating via web form (dont need full databank access to update contacts on a record)

Joshua Bertsch

March 26, 2013 16:13

It would be helpful for all of our staff to have the ability to note contact with an individual/agency via an online form (instead of having to give them full databank access, and teaching them how to use it, or write down or email the information to one of our handful of staff who have access to our Databank for it to be entered.  Giving staff the ability to easily record their interactions with funders, donors, constituents, clients, and the like, will allow our databank to be a better tool for our communications and development staff. Ideally, they would visit a "page" using a specific link we give out to staff, and would enter a name "Joe Smith"  and be shown a set of possible matches and very basic information if available for each (probably just fields like fname1, lname 1, and company) .  Upon choosing the appropriate record (or choosing "New member") the individual  would be presented with the standard "New Contact" form to fill out.  Should a person choose "New Member" they could just have a form like the one people get when signing themselves up for an event.  Thank you for your consideration of this suggestion.

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  lindy walsh

  March 26, 2013 16:25

  This is a great idea and would help immensely getting notes into the database.

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