Create a new constituent record from an event participation record when linking a gift.

When reviewing unmatched constituent records to a gift in Webview, it would be helpful to have the capability to create a constituent record from an event participation record without having to leave Gift Management, create the constituent record, and then return to Gift Management to link the gift to that newly-created constituent record.

  • Guest
  • Mar 11 2025
  • Reviewed: Voting Open
  • Attach files