Hi there. I want to add a Contact to a Campaign (so he shows up in Project Members) but I want to be able to specify an identifier for the type of Contact (Donor/Speaker/Trainer) based on how he interacts with the Campaign. Preferably, the same Contact can be added multiple times with a different identifier. Any ideas on how I can do that?
@Fundraising@Nonprofit Success PackThanks Tal and Brian, both great advice. I tried both and now I can't figure out which one is more efficient :). Have to test them a little bit more.
There is one more issue I'm struggling with, of a somewhat similar nature: when I go to the Opportunities Related List on a Contact, I have the "New Contact Donation" button which opens up a New Opportunity page - and on this page I have the multiple Record Types I set up (Matching Donation, Grant, Providing Services). Is there a way to tie the "New Contact Donation" to only the Donation Record Type (so it opens up the Donation Page Layout straight away)?
