alert during batch

I would love to be able to place some type of flag or alert on a constituent record so that when I'm in a batch processing their gift, it would give me an alert. For example: I have a match pending from their workplace, but I don't have the gift yet. When I get the gift, as I'm typing it in, a little screen would pop up that says "ALERT!" and I'd go their record to see what's up with them. Then I could clear that alert, or leave it to flag next time. Could be useful for those with matching gifts, those with 'special handling' of gifts, etc.

  • Guest
  • Oct 11 2013
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  • Guest commented
    March 18, 2016 01:24

    Have you tried a business rule with a pop-up to tell you this type of info?

  • Guest commented
    March 18, 2016 01:24

    Ditto to JoAnn