Partners in Aegis CRM

In Aegis CRM you can track information about your donors and supporters on partner records. Depending on how your database has been set up, you may see partners referred to as donors or constituents. In this online Help system we talk about partner records, but you can substitute donor records or constituent records as appropriate.

Partner records contain information about your partners. You can create partner records one at a time in Aegis CRM or all at once using Rapid Entry.

Once the records are created in Aegis CRM, you can use the information to perform functions including:

• Identifying if the partner will likely to respond to a particular appeal
• Viewing historical donations, notes from conversations, and any inbound and outbound activity associated with the partner.
• Reminding you that you need to follow up with the partner as well as the topic of the follow up.
• Managing multiple addresses for a specific partner.
• Managing pledges, bequests, and annuities.