Hi,
We are looking at using CRM and Books together for alumni / donor management for a school. I see how we can adjust CRM fields to work:
Account = Family
Contact = Students, Parents in each Family
Potential = donor for endowment potential, annual drive potential
Campaign = Alumni class of 20XX, Gold Level Donor
We can use Zoho Books to collect donations and pledges.
However I can not figure out how we would use CRM to search for groups of donors based on Donor(Sales) history. For example, I would like to search and mass email all Contacts that donated more than $100 in 2017.
Is there a way to do this? Or is there an add-on that would help?
Thank you,
Allison