Display matching gift organization information on BIO1 tab for individuals

The solicitors at my organization would like to see information on the BIO1 tab for individuals to tell them if the individual has a relationship with an organization that matches gifts. (Perhaps an 'organization matches gifts' checkbox similar to what shows on ORG records.) This information could affect the approach the solicitor uses when speaking with potential individual donors. Having this information handy on BIO1 would be much quicker than having to look up each and every relationship record. It would also help reduce the chance of forgetting to take the extra steps needed to look it up manually.

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  • Aug 5 2015
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