Hi! Fairly new to SF. I need to report on donors who have given multiple donations, but categorize whether the donation was a P2P, Event, Individual, etc. Is there a field in the opportunity that would show that, or would I have to create a custom one?
Thanks for your help!
Fran
If it's not too late, I'll chime in. :-)
If you track on Opportunity, you can be granular and specific which can be helpful but hard to track and be consistent on.
However, if it's on the Campaign, then every Opportunity on that Campaign will be categorized that way. I echo what others have said that you can add categorization on your Campaigns and have them roll up to a parent Campaign. This allows some great tracking for your leadership and development staff to see what's working. (E.g. A capital campaign as the parent and then the ways you're reaching out to donors as child Campaigns where the "Channel" is different, like Email, P2P, Mail, etc.)
We do this extensively as a public broadcaster. We have a parent Campaign for a membership drive and then child Campaigns for email and "on air" asks.
