1. Spare Fields
Whether you have Spark, Select, or Professional, there are at least 3 spare fields available to you for entering extra or unusual information. Spare fields can contain either text or numbers, or they can be code dropdowns, date dropdowns, or even logical yes/no checkboxes. You can label them in any way you choose, too. Best of all, whatever you put in a spare field will be available for use in correspondence, User-Defined reports, and exporting. Create them in the Options | Spare Fields menu, and get a bit of training in them by viewing the Coding & Spare Fields video class found in the Customer Portal section of the website.
In both Select and Professional, the Tickles tab of each name record allows you to enter date-sensitive reminders about your donors. Normally they are used to record (and remind you of) birthdays, anniversaries, and special occasions. In the Overview class, I also instruct users that they can be used as a means of tracking personal contacts with your major donors. Well, here's another place you can use, then, to record specific information about your corporate donors...
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