Keep project managers' donor records accurate across systems

Project managers lose accurate sponsor info when updates fail to propagate, causing contact and assignment mismatches that break donor reporting. Ensure one source of truth for reporting.

Overview

Inaccurate sponsor records disrupt donor reporting and force manual reconciliation across project work. This workflow keeps the master donor spreadsheet current and notifies project managers of changes, eliminating reconciliation steps so donor managers and project leads work from one trusted source of truth.

Notable Features

Update master donor sheet on change
Match sponsors to records by ID
Notify project managers on critical changes