Ability to Attach a Constituent List Sharing Link to the Summary Note on a Constituent Record

We have multiple companies that have multple locations or subsideries that we interact with and have records in the database. We can and do use the relationship tile to link them. But the department head wants a quicker one step way to see total giving from each related records (all Kroger stores, all GM locations, etc.) without either going to those records one by one via the realtionship tile or going to separate constituent lists for each corporate group. I can paste the share link from a constituent list I created to the summary note of one of the companies in the constituent list and it works. But it does not work for anyone else, which I find odd, they get an error. This feature will be very helpful to all fundraisers of any sort in our department. It will streamline processes greatly, improve functionality. It is something we need immediately. I would be very happy to chat about this in greater detail if desired.

  • Susan Raymer
  • Aug 2 2024
  • Attach files