Add Solicited Gifts Tab in Constituent Record

Add a tab to all constituent records that shows the gifts solicited. Or add a tab to the "Details" button next to the "Is a Solicitor" check box on the Bio1 tab.

  • Guest
  • Jun 1 2016
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  • Guest commented
    June 02, 2016 16:01

    I added solicitor column to the gift tab display to see this info.    95% of our gifts have a solicitor but don't know that a separate tab is needed.