Create a constituent note of the processed transactions (signups, updates,events...) Audit Trail

When processing BBNC Sign up requests, Profile updates, Event registrations...ext can there be a constituent notepad note that is created at the time of processing that records all the information in the request (except for banking details).

 

The transaction screen has a grid of information showing; what the data was, what the update is and what the current RE record has (this changes if you open the constituent and update the field manually). Can this grid be exported into the notes of the record to show what was changed.

 

For Auditing and quality control purposes it would be great if all of the requested changes were put into a note so if a mistake is made it can be easily fixed without having to try and find the BBNC request at a later date.

  • Guest
  • Aug 3 2016
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  • Guest commented
    August 03, 2016 01:50

    It would be wonderful if the data captured in the BBNC area fed into the constituents record as a note. There needs to be more integration and less fussing around.