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
I was going to add that since a large portion of our constituents are churches, many of them share the same name and only differ by city and state. Since many churches send us a non-automated monthly offering, pinning constituents significantly speeds up our gift processing. I would greatly appreciate having this feature again in RENXT.
This is such a time saver in database! I use this feature every day to pin constituent records for returns. Since I'll have to open constituent records with outstanding returns every day until our return process is complete (which includes creating action records, viewing the gift record related to the return, and more), being able to pin the constituent record significantly
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.
Sorry, my keyboard malfunctioned.
I was going to add that since a large portion of our constituents are churches, many of them share the same name and only differ by city and state. Since many churches send us a non-automated monthly offering, pinning constituents significantly speeds up our gift processing. I would greatly appreciate having this feature again in RENXT.
Additionally
This is such a time saver in database! I use this feature every day to pin constituent records for returns. Since I'll have to open constituent records with outstanding returns every day until our return process is complete (which includes creating action records, viewing the gift record related to the return, and more), being able to pin the constituent record significantly
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.