When creating new records during the Online Data Review process it would be helpful if we could fully fill out the constituent record completely without having to go find the record after processing. For us that means adding a full contingent of addressee/salutations (we have 4 more "required" addressee/salutations than just the Primary Addressee and Primary Salutation allowed by the system), aliases that track to the member ID in our organizations Member database or staff ID number for the individual, and adding a spouse name to the record at the time of processing, and potentially additional constituency codes if the individual falls into categories other than as a donor. It is incredibly work intensive, particularly on a Giving Day, to keep track of the new records added and round out the information on them.
Stephanie Veatch
When creating new records during the Online Data Review process it would be helpful if we could fully fill out the constituent record completely without having to go find the record after processing. For us that means adding a full contingent of addressee/salutations (we have 4 more "required" addressee/salutations than just the Primary Addressee and Primary Salutation allowed by the system), aliases that track to the member ID in our organizations Member database or staff ID number for the individual, and adding a spouse name to the record at the time of processing, and potentially additional constituency codes if the individual falls into categories other than as a donor. It is incredibly work intensive, particularly on a Giving Day, to keep track of the new records added and round out the information on them.