Search for a spouse in a batch

When entering a gift in a batch the spouse's name does not come up in the search results, only the actual constituent. This creates a problem for several reasons, first, sometimes the checks are only in the spouse's name. Second, when there are multiple people with the same name it would be much easier if the spouse came up as well. Besides this creating extra work, it could easily cause duplicate records to be created.

  • Donna Wheeler
  • Sep 17 2025
  • Attach files
  • Shawna Reed commented
    December 10, 2025 14:39

    I very much agree with this as it causes extra work of going back and forth trying to search for the Primary person's name on the account so you can add the gift to a batch.