Addition of constituent summary within gift list
Adding the constituent summary to a gift list is useful if you use this list to email or do a mail merge with this information. Having the constituent contact information attached to this list would make it useful in other ways.
-
Guest
- Sep 12 2019
Related ideas
I agree that this would be very helpful. Often times my fundraisers want contact information for donors based on gift lists they build and they can't get it through a gift list so then I end up having to take the IDs from the gift list and run a list with contact information in Database view. It's very annoying and cumbersome for something they should be able to easily view (and yes they understand it can be duplicated in a gift list).