Viewing assigned appeals in online gift entry

Before grid view was enabled in unified view, you could see what appeals the constituent had assigned to them so it was very convenient to choose an assigned appeal and auto-fill in that information for the gift. It would be really helpful to be able to access to a constituent record's assigned appeals more easily in grid view.

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  • Jun 25 2026
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  • Kevyn Barnes commented
    05 Oct 18:35

    I see that the most recent 3 appeals can (sometimes) now be seen by "showing all" in the appeals box, but it doesn't show the date, package, or comment associated with the appeal AND it doesn't input the package when you select the most recent appeal on the list. If there are 3 entries with the same appeal name, I don't know which to select because I can't see the package. Or I can't tell if that was an appeal from this week or 2 years ago (if the most recent appeal to that constituent was longer than a month ago, I'd use a different appeal, for instance)

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