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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