Automatically "Add this data to RE"

OLX and RE are both Blackbaud products. Why should I have to add data as a separate function? Here's why it bugs me:

Step 1: I send out an email. John Doe hasn't given yet, but will.

Step 2: I add the data.

Step 3: John Doe gives.

Step 4: Mr. Doe's data is now inaccurate.

 

Even if he gives first, step 4 is the same. I have to go back and jury-rig my appeals to look the way they're supposed to look.

 

Why doesn't the software automatically take care of this? It's frankly ridiculous.

 

On a separate note, which other Ideas tackle, I should be able to specify how I want the data recorded.

  • Guest
  • Jan 6 2017
  • Reviewed: Voting Open
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