Statuses
Left-hand Navigation: People » Individual Record » Fundraising » Statuses
Here, you will move your donor through the respective Moves Management Statuses.
Add
- Click "Add" in the top right corner
- Select the following:
- Status - Suspect/Identification/Cultivation/Solicitation/Stewardship/Previous Prospect
- Moved By - Select an individual
- Notes - add any small notes
- Create Status
*** As you move an individual from one Status to the next, the most recent will appear under “Status History”
Edit/Delete
You cannot edit or delete a status. It has to be "end-dated" like a Relationship.
Update Status via Contact Log
You can move an individual through the moves management process via a Contact Log. When creating a contact log on an individual record, update their status in the dropdown. Once the contact log is submitted, their status will update. This will also update their Profile's Status page.