Add the ability to view certain criteria in donor's record when adding a gift in batch. In database view you can do that by going to Define Constituent Field under the Constituent tab.
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Jean Short
- Apr 15 2025
- Planned
Related ideas
I have used the constituent field for 15+ years in my batches as a quick check to ensure info is up-to-date. So smooth, no extra clicks to open a record to see and at times can even update info right there. Can show multiple emails/phones.
This is needed in webview for more than name, one email and address. Having to open record and scroll around to various fields is time consuming and an annoyance.
Please add option to view additional fields when adding gift in batch.
We use this option in database view to review contact info, marital status, salutations and constituent codes when adding a gift in batch. It also helps ensure we're putting the gift on the appropriate record for married couples. Additionally, knowing their constituent code helps identify the constituent-specific appeal that should be assigned.