The history exists. It is just scattered.
A spreadsheet on one officer’s drive. Email threads in Outlook. Notes from a meeting still sitting with a colleague who has changed roles. An attendee list from an anniversary event in a file nobody can find.
When a gift conversation is picked up again, the first hour goes into working out what has already been said — and the donor risks being asked the same question twice.
Scattered
- A spreadsheet per department
- Email in individual inboxes
- Meeting notes kept locally
- Attendee lists in loose files
- Agreements in a binder
Coherent in Kodeca
- One record per person and organisation
- Gifts linked to purpose and party
- Contact history that stays put
- Events, registrations and attendance
- Documents and agreements on the right party
Kodeca brings it together into one coherent relationship history. Contacts, gifts, events, mailings and commitments stay with the person, the organisation and the department — even when staff change.