Centralized Editing for Enhanced Efficiency in Constituent Records

Move the editing buttons found in each tile to the top area of the constituent record, where there is already a row of buttons. This row should include all buttons currently located within the tiles below, such as Add Gift, Add Action, Add Note, Add Relationship, Add Tribute, Edit, Add Attachments, Edit Contact Information, and Edit Constituent Summary, etc.

This change would significantly reduce the time needed to enter new information on a record, enhancing efficiency and user experience.


  • Emily Marshall
  • Nov 22 2024
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  • Sue Lau commented
    25 Feb 22:20

    Yes, please make it easier to edit fields on a constituent record. Having to click so many times just to edit a field for bio and contact, etc is a huge annoyance for staff who need to make those updates daily.

    Instead of needing to multiple click-throughs to edit a single field, allow us to open the record and edit all fields at once.

    It's a huge time waste compared to database view.