Allow Last Gift, First Gift, Largest Gift info for spouse to be exportable

When both spouses have their own records, in order to find household 1st, last, or largest gifts, you have to export both spouses to get this info. And then, you have to manually move info from one spouse to the other and then delete the spare one. It's time consuming and annoying. Summary giving for spouse is available. 1st, last, and largest should also be available.

  • shani traum
  • Jan 27 2026
  • Reviewed: Voting Open
Constituents
  • Attach files
  • shani traum commented
    30 Mar 16:48

    Yes, Yes, A thousand times yes! When I need this information, I have to pull both spouses, living or deceased and then have to cut and paste data onto a single line so the household is accurately listed. So much time spent and so much room for error.

    Attachments Open full size

Related ideas