Have the alert banner on constituent records in webview visible in the Giving History/Work with Gifts Area
In database view the annotations (alerts in webview) pop up every time you open a new item from a constituent record. This includes when you open a gift or add a new gift. In webview it's much easier to miss these alerts, especially if you've already navigated to a new part of the record (like the giving history - work with gifts link).
We almost always use these alerts to ensure that data entry staff knows to do something off-standard when processing records. This came up today because pledge payments for a certain pledge need to be marked in a particular way for finance that isn't our usual business practice. I'm concerned about these instructions/alerts getting missed when we're in the Total Web Solution since it only appears on the main constituent area and not at the top over every associated "work with" area.
I would also LOVE for these alerts to be integrated in some way into batch entry in webview. Perhaps this can be solved by bringing business rules functionality into webview?
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Maya Rosman
- Jan 9 2026
- Reviewed: Voting Open
Related ideas
This is critical. We also have annotations on constituents where there is something important that a gift processor would need to know. In database view, because the annotation pops up when opening/adding a gift, this need is met. Because the alerts (annotations) in web view do not do this, I fear that critical steps will be missed.
Thank you to Maya for submitting this idea!
The annotations/alerts are the easiest way to warn the team of 'off-standard' donors. While I do appreciate the color-coding in UV, it is too easy to bypass the main screen and never 'read' the alert. While dbv's annotations might be irritating, most of ours are gift-related - and when you open a gift record, the annotation pops up again, when you really need to see it. (Avoids extra questions from the team.)
I would not be opposed to different types of alerts (bio vs gift) - but that is a future nice-to-have - right now I'd settle for the same functionality as dbv.
I was just going to add this here! Thanks Maya for doing this. I would love it to not be a business rule but the alert that Maya suggests as an alternate as they are typically so one off. I also really love how alerts are persistant on the screen and not the pop-up like annotations but really I'd be happy either way with the persistant message or the pop-up.