Ability to view solicited gifts from the Solicitor's constituent record

The only way to see a solicitor's solicited gifts is by running a report-- but this information remains virtually invisible when you're in a constituent record. It would be incredibly helpful to have a shortcut-link like Soft-Credit recipients have-- you can see the SC gifts alongside HC gifts, and I'd like to see Solicited gifts alongside these. A second choice would be in the Solicitor Details on Bio1 tab.

  • Guest
  • May 8 2014
  • Attach files