Allow a new record to be fully filed out during Online Data Review

When creating new records during the Online Data Review process it would be helpful if we could fully fill out the constituent record 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 or organizational relationship to the record at the time of processing, and potentially additional constituency code(s) 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 necessary information on them.

  • Stephanie Veatch
  • Sep 24 2026
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  • Chelsey Shumaker commented
    12 Oct 14:50

    We require specific constituent codes to be added to new constituent records and when adding from ODR process it does not allow us to add that additional code


  • Em Siemonek commented
    29 Sep 19:12

    It would be good to be able to add solicit codes when creating new records too! thank you for posting this idea

  • Rachel Woods commented
    25 Sep 12:34

    Please!!!!!!!!