Add a constituent preview in gift batch
There needs to be a preview of the constituent in gift batch. That is used to check/update their contact information, primary business, constituent codes, etc. with the gift back up.
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Sunshine Reinken Watson
- Jul 3 2019
- Shipped
Related ideas
@Anthony Gallo, opening the record to view details isn't as helpful if you have to do it for each constituent and scroll through. That is so time consuming when you are entering hundreds of gifts in a batch. A window that stays pinned open and can show the fields you want to see is needed, like in DBV.
Love it!š
In the new grid batch there is an icon in the constituent search cell that will utilize our flyout option to view or update and constituent record details while remaining in the batch.
Previewing key constituent details, along with the ability to quickly edit information on the preview screen, such as custom fields, address, phone, and email, is essential.