When entering a batch, have any annotations pop up for each donor accessed.
When you are entering a batch and you pull up a name, have any annotations related to them pop up so you can act on them without having to look at their donor record separately. You can then flag their donation for pertinent information related to their donation - such as sending only one letter at the end of the year, etc.
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Guest
- Sep 7 2012
Related ideas
Generally you can set any need annotations to pop up using business rules. you just need to create a query to group relevant records and then create business rule.
To me this functionality exists already.
But it does not show you the annotation, JoAnn. All it can tell you is that the constituent has an annotation. I voted for this because I want the actuall annotation to be able to pop up in batch.