project/link
I have many contacts in my organization. Several times a year we give out small presents to each of the contacts. I would like to keep a list of when and what we gave out to each contact in the organization. I would like it linked to the contact and also be able to find a report that shows which gifts I gave to which contact with details. thank you
Comments
a) Tag it! #gift_2017c works fine
b) Use an Event and link the Contacts who got a gift. Date and Description are fine for detailed Information.
Hi F Newman,
I completely agree with Holger regarding Tags . You can also make a note in "Notes" section and Tag it by time period e.g month, year etc.
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