Allow Appeals on constituent record to be visible during batch entry.

There is currently no way to see constituent appeals when doing batch entry and it is a huge pain to have to open their record and go to the appeals tab for every single constituent to make sure gifts are credited to the correct appeal. It is impossible to do this when entering Online Express gifts, as it will not let you click away from that window. You can view biographical information and attributes during batch entry: add appeal. Please. This is such a pain.

  • Guest
  • Dec 15 2015
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  • Doaa Bayoumy commented
    May 10, 2017 04:07

    Nicole S. Are you please able to send through how you've created this business rule please (including query design) we are undertaking a phone appeal and it is painful without this marvelous idea of yours. Many thanks

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  • Guest commented
    March 18, 2016 00:58

    I have created a business rule to show a pop-up with the most recent appeals on a constituent record when adding gifts through batch.

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