Being able to minimize or move around an action/task form to access information from the constituent record

I have found that when creating an action/task, I have to completely exit out and start over because I need to reference information from the constituent record. For example, double checking on gift history, confirming what phone number I used, checking a date, constituent #, etc. It would be nice if I could minimize or move around the page to access the information I need and continue completing the action/task. It would eliminate several steps of saving as is and then going back to make an edit. Thank you for allowing a space for suggestions!

  • Guest
  • Jan 10 2019
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