Update donor and patient profiles from donation transactions
Update donor and patient profiles from donation transactions
Donation transactions aren't pushed into donor profiles, leaving support teams without gift history for outreach. Keep profiles and donation events current so outreach and stewardship happen same day.
Overview
Donation details often arrive disconnected from patient and donor records, slowing compassionate responses and outreach. This workflow merges gifts into contact profiles and logs donation events so your support and fundraising teams have gift context and can act the same day.