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
Batch Entry
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  • Jessica Kraybill commented
    16 Mar 20:13

    The current configuration of a pop-out to the full constituent is not at all helpful. We need to be able to pin a sidebar that shows up for each gift row, with the constituent fields we select. Basically just how you have it in database view. We only want to look over to the side to confirm that we are not getting a new/updated address or email or spouse name, etc.

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  • Mehgan Bechtel commented
    09 Mar 19:28

    There is an idea that says this is "shipped" (I think I-8385) but it does not work the same or well. We need a preview window that same as in DBV that stays open or this isn't really helpful. Unless I'm missing something and it can actually be pinned open?

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