Automatically update actions added to a spouse's record (who is also a constituent!). I don't want to have to manually enter the Action 2x

When I call a household to thank for a gift but each spouse/partner/household member has their own record, automatically add the action to both records (or give me the option to automatically add the action - similar to an address update prompt). It's annoying to have to manually enter the action a 2nd time.

  • Guest
  • Mar 26 2015