Ability to add favourite constituent records to Home page
There are certain Constituent Records I work with frequently. In DB view I have these favourited on my home page. Please allow us to do this in Web view also
Please add this functionality back to the homepage.
I save and organize donor/prospect records all the time. This is especially helpful to quickly find the master record of a big bank or corp (who may have may branches) and/ or individuals who have common names, like Bob Smith, or individuals who go by their middle name instead of their first name, etc. No user wants to or has the time to click open every record with the same/similar name to see if they have the right one.
Please add this functionality back to the homepage.
I save and organize donor/prospect records all the time. This is especially helpful to quickly find the master record of a big bank or corp (who may have may branches) and/ or individuals who have common names, like Bob Smith, or individuals who go by their middle name instead of their first name, etc. No user wants to or has the time to click open every record with the same/similar name to see if they have the right one.
Thanks.