{"id":20722,"date":"2026-09-28T16:35:57","date_gmt":"2026-09-28T14:35:57","guid":{"rendered":"https:\/\/spheriq.ch\/blog\/reminder-im-kontaktmanagement\/"},"modified":"2026-09-29T19:22:52","modified_gmt":"2026-09-29T17:22:52","slug":"reminder-im-kontaktmanagement","status":"publish","type":"post","link":"https:\/\/spheriq.ch\/blog\/en\/reminder-im-kontaktmanagement\/","title":{"rendered":"Never miss the right opportunity again: Reminders in Contact Management"},"content":{"rendered":"\n<p class=\"is-style-lead wp-block-paragraph\">In fundraising, good timing often makes or breaks a donor relationship: the right moment to follow up, a prompt thank-you after a pledge, a thoughtful follow-up request the next year. If such a deadline is missed, it costs not only time but also trust. A new feature in Spheriq\u2019s contact management ensures that these very moments are no longer overlooked.<\/p>\n<div role=\"navigation\" aria-labelledby=\"sht-toc-title-1\" class=\"sht-toc wp-block-custom-table-of-contents\">\n\t<div class=\"sht-toc__title sht-toc__title--rich\" id=\"sht-toc-title-1\" role=\"heading\" aria-level=\"2\">\n\t\tInhalte\t<\/div>\n\t\t<ol class=\"sht-toc__list\">\n\t\t\t\t<li class=\"sht-toc__item\">\n\t\t\t<a class=\"sht-toc__link\" href=\"#from-a-donor-logbook-to-institutional-crm\">From a donor logbook to institutional CRM<\/a>\n\t\t<\/li>\n\t\t\t\t\t<li class=\"sht-toc__item\">\n\t\t\t<a class=\"sht-toc__link\" href=\"#whats-new-the-reminder\">What\u2019s new: the reminder<\/a>\n\t\t<\/li>\n\t\t\t\t\t<li class=\"sht-toc__item\">\n\t\t\t<a class=\"sht-toc__link\" href=\"#what-this-means-in-everyday-life\">What this means in everyday life<\/a>\n\t\t<\/li>\n\t\t\t\t\t<li class=\"sht-toc__item\">\n\t\t\t<a class=\"sht-toc__link\" href=\"#and-more-in-contact-management\">And more in contact management<\/a>\n\t\t<\/li>\n\t\t\t\t\t<li class=\"sht-toc__item\">\n\t\t\t<a class=\"sht-toc__link\" href=\"#whats-next\">What&#039;s Next<\/a>\n\t\t<\/li>\n\t\t\t\t\t<li class=\"sht-toc__item\">\n\t\t\t<a class=\"sht-toc__link\" href=\"#why-this-is-important-to-us\">Why This Is Important to Us<\/a>\n\t\t<\/li>\n\t\t\t\t\t<li class=\"sht-toc__item sht-toc__item--level-3\">\n\t\t\t<a class=\"sht-toc__link\" href=\"#at-a-glance\">At a Glance<\/a>\n\t\t<\/li>\n\t\t\t\t<\/ol>\n\t<\/div>\n\n<p class=\"wp-block-paragraph\">Anyone who works in philanthropy knows this: A donor relationship develops over months, through many small steps. And it\u2019s precisely at the transitions between these steps that the most is lost\u2014not because of a lack of intention, but because the right moment slips by without a nudge. Sticky notes, Excel spreadsheets, and one\u2019s own memory reach their limits as soon as multiple relationships are managed simultaneously.<\/p>\n\n<h2 id=\"from-a-donor-logbook-to-institutional-crm\"  class=\"wp-block-heading\">From a donor logbook to institutional CRM<\/h2>\n\n<p class=\"wp-block-paragraph\">Spheriq&#8217;s contact management system is designed specifically for this kind of relationship management. It keeps a record of <strong>the entire history of the relationship<\/strong> between two organizations in one place\u2014as an internal CRM.<\/p>\n\n<p class=\"wp-block-paragraph\">The contact history allows you to record various types of entries: grants with status (Applied For, Approved, Rejected), dates, comments, and attachments such as application documents or rejection letters; contact persons at the partner organization; free-form notes on conversations and assessments; and manual assessments that can be used to override the automatically calculated <a href=\"https:\/\/spheriq.ch\/blog\/en\/fit-hope-the-new-tool-for-more-targeted-partnerships\/\">Fit and Hope values<\/a>.<\/p>\n\n<p class=\"wp-block-paragraph\">Important: The entries are private and remain visible only to the organization that created them.<\/p>\n\n<p class=\"wp-block-paragraph\">The contact history is visible and editable right where it\u2019s needed in the workflow: in the toolbox on organization profiles, in request management, and in the search lists\u2014which feature a dedicated column for contact status.<\/p>\n\n<h2 id=\"whats-new-the-reminder\"  class=\"wp-block-heading\">What\u2019s new: the reminder<\/h2>\n\n<p class=\"wp-block-paragraph\">The<a href=\"https:\/\/spheriq.ch\/blog\/en\/spheriq-deep-shape-release-rueckenwind-fuer-den-herbst\/\"> Deep Shape Release<\/a> introduces a new entry type. A reminder is stored directly with an external organization and consists of three pieces of information:<\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Reminder Date:<\/strong> When you would like to be reminded<\/li>\n\n\n\n<li><strong>Comment: What <\/strong>it\u2019s about (e.g., \u201cSend a thank-you note after payment\u201d or \u201cPrepare a follow-up request for 2027\u201d)<\/li>\n\n\n\n<li><strong>Recipient: Choose either <\/strong>\u201cJust me\u201d or the entire \u201cTeam\u201d<\/li>\n<\/ul>\n\n<p class=\"wp-block-paragraph\">On the selected date, Spheriq automatically sends an email: if \u201cOnly me\u201d is selected, it goes to the person who created the entry; if \u201cTeam\u201d is selected, it goes to the current team members. The reminder is private, appears as an entry in the contact history, and can be deleted at any time; if deleted, no email will be sent.<\/p>\n\n<figure class=\"wp-block-image size-full card-img-center\"><img loading=\"lazy\" decoding=\"async\" width=\"927\" height=\"721\" src=\"https:\/\/spheriq.ch\/blog\/wp-content\/uploads\/2026\/09\/grafik.png\" alt=\"\" class=\"wp-image-20687\" srcset=\"https:\/\/spheriq.ch\/blog\/wp-content\/uploads\/2026\/09\/grafik.png 927w, https:\/\/spheriq.ch\/blog\/wp-content\/uploads\/2026\/09\/grafik-300x233.png 300w, https:\/\/spheriq.ch\/blog\/wp-content\/uploads\/2026\/09\/grafik-768x597.png 768w\" sizes=\"auto, (max-width: 927px) 100vw, 927px\" \/><figcaption class=\"wp-element-caption\">You can now select &#8220;Reminder&#8221; as a contact point and have yourself notified via email on a date of your choice.<\/figcaption><\/figure>\n\n<h2 id=\"what-this-means-in-everyday-life\"  class=\"wp-block-heading\">What this means in everyday life<\/h2>\n\n<p class=\"wp-block-paragraph\">Follow-up no longer depends on individual people and their memories. When someone creates a relationship, they plan the next step right away\u2014and the team takes action at the agreed-upon time, even if the person originally assigned to the task is currently unavailable or has since left the organization.<\/p>\n\n<p class=\"wp-block-paragraph\">This benefits both sides of the grant-making process. Fundraisers can keep track of submission deadlines, follow-up dates, and annual renewal requests. And <strong>grant-making foundations<\/strong> that nurture their relationships with applicants and grantees can set reminders for due interim reports, the resubmission of deferred applications, or follow-ups after a disbursement.<\/p>\n\n<h2 id=\"and-more-in-contact-management\"  class=\"wp-block-heading\">And more in contact management<\/h2>\n\n<p class=\"wp-block-paragraph\">Two additional new features bring contact management even closer together: Accepted grants can be made public using the \u201cShow in Grant History\u201d button\u2014as an entry on the profiles of both organizations, with the amount included optionally. And \u201cLists\u201d is now \u201cLists &amp; Contacts\u201d: with the smart lists \u201cAll Contacts\u201d and \u201cMy Sponsors \/ My Recipients\u201d accessible directly from the contact management section (Pro level and above).<\/p>\n\n<figure class=\"wp-block-image size-large card-img-center\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"428\" src=\"https:\/\/spheriq.ch\/blog\/wp-content\/uploads\/2026\/09\/grafik-1-1024x428.png\" alt=\"\" class=\"wp-image-20691\" srcset=\"https:\/\/spheriq.ch\/blog\/wp-content\/uploads\/2026\/09\/grafik-1-1024x428.png 1024w, https:\/\/spheriq.ch\/blog\/wp-content\/uploads\/2026\/09\/grafik-1-300x125.png 300w, https:\/\/spheriq.ch\/blog\/wp-content\/uploads\/2026\/09\/grafik-1-768x321.png 768w, https:\/\/spheriq.ch\/blog\/wp-content\/uploads\/2026\/09\/grafik-1.png 1064w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">In the list overview, you&#8217;ll see the Smart Lists, which include all organizations for which you&#8217;ve entered points of contact (&#8220;My Contacts&#8221;) as well as all organizations with registered grants (&#8220;My Grant Organizations&#8221;).<\/figcaption><\/figure>\n\n<h2 id=\"whats-next\"  class=\"wp-block-heading\">What&#8217;s Next<\/h2>\n\n<p class=\"wp-block-paragraph\">The reminder, the funding history link, and \u201cLists &amp; Contacts\u201d are part of an ongoing expansion. Next up are labels, which will allow you to freely organize and filter your contacts.<\/p>\n\n<h2 id=\"why-this-is-important-to-us\"  class=\"wp-block-heading\">Why This Is Important to Us<\/h2>\n\n<p class=\"wp-block-paragraph\">Strong donor relationships aren\u2019t built by putting in more effort, but through reliability\u2014making the right connection at the right time. The Reminder relieves fundraising teams of the worry that an important moment might get lost in the day-to-day grind, creating space for what really matters: the relationship itself. Contact management thus evolves from a reference tool into an active partner in relationship-building.<\/p>\n<div class=\"cta-box wp-elements-1 wp-block-custom-cta-box has-text-color has-black-color\">\r\n\t<div class=\"cta-box__inner\">\r\n\t\t\n\n<h3 id=\"at-a-glance\"  class=\"wp-block-heading\">At a Glance<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">&#8211; New entry type: Reminder, with due date, comment, and recipient<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&#8211; Automatic email on the due date; deleted reminders do not trigger an email<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&#8211; Transfer accepted grants to the public grant history via a toggle button New Smart Lists \u201cAll Contacts\u201d and \u201cMy Funders \/ My Grantees\u201d under \u201cLists &amp; Contacts\u201d (Pro and above)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&#8211; Available to Pro and Partner-level customers<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Learn more in the \u201cIntroduction to Search\u201d webinar on October 5 from 10:00 a.m. to 11:00 a.m.<br\/><a href=\"https:\/\/app.spheriq.ch\/webinars?tags=recherche\">Register here for free<\/a><\/strong><\/p>\n\n\t<\/div>\r\n<\/div>\r\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"In fundraising, good timing often makes or breaks a donor relationship: the right moment to follow up, a prompt thank-you after a pledge, a thoughtful follow-up request the next year. If such a deadline is missed, it costs not only time but also trust. A new feature in Spheriq\u2019s contact management ensures that these very&#8230;","protected":false},"author":29,"featured_media":20683,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"image","meta":{"_acf_changed":false,"footnotes":""},"categories":[1140,1110],"tags":[],"post_label":[],"class_list":["post-20722","post","type-post","status-publish","format-image","has-post-thumbnail","hentry","category-directory","category-tools-en-2","post_format-post-format-image"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Never miss the right opportunity again: Reminders in Contact Management - Spheriq-Blog<\/title>\n<meta name=\"description\" content=\"In fundraising, good timing often determines the success of a donor relationship: the right moment to follow up, a prompt thank-you after a pledge, and a thoughtful follow-up request the next year. 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