One option to track gifts and cards is to add check boxes to the Contact file for each item you want to track. You can then select the applicable check box(es) for each contact who should receive that gift or card. Optionally create new fields for any notes or dates you want to add for additional tracking. Filters and reports can be created to easily see which contacts should receive a card or gift.
To create a check box field in the Contact file
You can now add the new field to the Contact form via Form Designer (Edit | Form Designer).
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