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?

  • Maya Rosman
  • Jan 9 2026
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  • Elizabeth Johnson commented
    13 Jan 18:54

    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.