Constituent ID

In searching for a constituent, I often enter tie CID in the last name field. The system should recognize this and search using the number rather than treating it as a name. At the very least it could ask for confirmatin that this is the CID not a name, as I recognize some business have names that start with numbers. It would reduce aggravation and save time

  • Guest
  • Apr 9 2013
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  • Guest commented
    March 18, 2016 01:08

    I've talked to people who also do this a lot. I think we concluded that there is an option somewhere to change the quick search option so that it reads the CID, but then it won't read a name. It's one or the other, but not both.

    BOTH would be great.

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  • Guest commented
    March 18, 2016 01:08

    Back in the old OLD days of RE 5 (DOS), you could put either the last name/org name or the Constituent ID into the 1st search field and it would search both fields to try to find a match. Would be nice if RE would do that again!

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