Add multiple solicit codes at once to a single constituent

Our database has a large number of solicit codes. Several of our most common processes involve adding up to 30 solicit codes at once to a single constituent.

In database view, this was easy to do. You could move all solicit codes into 'Selected' with a single click, or select multiple at once by holding down the control key.

In web view, for each of the solicit codes I have to click 'Add solicit code', scroll down, and then choose from a dropdown, which takes significantly more time.

Something more similar to the database view interface would be quicker and easier to use, or perhaps a checkbox selection input.

Thanks for considering this idea.

  • Eva
  • Oct 11 2024
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