Name of Feature/Request: 2nd Customer Tab that can be re-labeled.
What financial, time savings, or quality of life improvements will occur from this: Ability to add 3rd account types labeled as Donor. | Frequency: every day | This is Importsant because Clients, Donors, and event Partners are all different categories of stakeholders and the mass messaging, marketing, and CRM usage would be totally different for each one. With Not-for-profits that serve the community and take on clients, it is critical to have a place to securely store their information. Not-for-profits also have Donors (Business and Individual donors) that will receive updates, newsletters, etc. from URCA that the clients will not be receiving. Community Partners (such as referral partners etc.) will consist of other community based organizations like clinics, churches, shelters, etc. It is Importsant to make clear distinctions and not classify them as the same thing.
Attempted Solutions So Far: Adding multiple categories under customer and how they can function based on categories for all there requirement(Workflows and mass emails, etc.).
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: I’m requesting that there is a way to duplicate the customer tab in order to relabel it; one for client, and one for donor. I would like for the stakeholders that are in donor be separate from the stakeholders that are in client. | Previously accomplished: they just started, but the are merging their clients and donors together
StrivenID: 4521839