Use Quick Find to search by entering Constituent ID or Name into the Quick Find Constituent field. Having that ability in the Quick Find (a

Use Quick Find to search by entering Constituent ID or Name into the Quick Find Constituent field. Having that ability in the Quick Find (and Last/Org Name) would be a real time saver!

  • Guest
  • Apr 1 2014
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  • Guest commented
    November 26, 2018 19:39

    +1 on this feature.  I would even settle on having two entry fields -- one for Constituent ID and one for Name.  Whichever one would be filled out would be what is searched.  As the only way to switch is by Tools>User Options> Constituent name format. I get requests during the day by either name or constituent ID, so not having to change or having to go into the query screen would save a whole lot of time.