Improve new constituent record creation

Allow adding of spouse information BEFORE having to select salutation and addressee. Because the spouse cannot be added beforehand, user must select salutation and addressee from drop downs that are incomplete, SAVE and CLOSE, then re-open the new record, add spouse info and then correct the addressee and salutation. Very inefficient.

  • Kathy Power
  • Sep 10 2020
  • Reviewed: Voting Open
Constituents
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  • Emily Marshall commented
    11 Sep 18:32

    It is September 2026; I am going through this right now when adding a new constituent through Web View gift batch. So many steps to take to properly add a new constituent and their spouse. The Web View workflow is disjointed, and information fails to make into the database - not good for data integrity. What used to take just a couple of steps and a few clicks now requires multiple steps and way more clicks than it should.

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  • Guest commented
    18 Mar 19:40

    Totally agree - it's such a roundabout way of doing things and I feel like more often than not, people will end up putting in "John and Mary" as a first name to avoid that step as opposed to John, spouse Mary.

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