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Create donor and recipient contact when claim approved

Create donor and recipient contact when claim approved

Your claimed furniture requests and donor details require manual copying from boards, delaying fulfillment and outreach. It adds or updates donor and recipient contacts so coordinators can begin fulfillment same day.

Create donor and recipient contact when claim approved

Overview

Manual copying of donor and recipient details when claims are approved slows fulfillment and frustrates coordinators. This flow captures claimed-and-approved board entries as contact records and tags them for outreach, letting program coordinators begin fulfillment and donor follow-up same day.

Create donor and recipient contact when claim approved