Although I saw a few discussions on this topic, they all appeared to be very old. If anyone has any insight to share on using the prospect tab specifically for grants tracking, please contact me. Nikki Berrian Big Brothers Big Sisters of Metro Atlanta Nikki.Berrian@bbbsatl.org

Has anyone developed guidelines for tracking actions and proposals when you are working with individuals who are individual prospects but also give through a (family) foundation? If you begin cultivation on the individual's record and then move to the foundation, do you move everything over to the...