Need to see more constituent data when entering gifts

When entering gifts I need to be able to see if donor has provided new phone/email. Search window when looking for donor name only displays address. As we have more days with just a few gifts, we are not utilizing an import product but just key in ID to create batch. I need to see more info.
In db view I always had constituent panel at the side of batch so quick scan could see spouse/phone/email/constituent code/addressee without having to open records.

  • JoAnn Strommen
  • Jun 27 2025
  • Reviewed: Voting Open
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