Dealing with Limited Client Information

We often actually have anonymous donors and in-kind givers. We associate such actions with a contact with the first name “Anonymous” and the last name @Organization, where Organization is whatever affiliation they have or whenever location the action occurred.

We extended this idea of “fuzzy” information to our clients. We only know nicknames frequency. But the nicknames collide so we also ask a positive interest or passion. As we learn legal names and birth information, we record it and update it.

We had to implement a few fields and workflows to make his possible. You can read more about the solution here (You’ll have to request document access… I’ll move key features to this document if there is enough demand).

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