Allow Last Gift Information in the Constituent Window of Gift Batch Entry

When entering gifts, this will help me decided if the gift is a reactivation. At our organization, someone who hasn't given in 3 years go into acquisition, which has different coding. This will help me to quickly identify a reactivation without opening the constituent record.

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  • Oct 24 2016
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  • Cathy Mai commented
    October 26, 2016 17:06

    As a workaround, could you use a User defined Business rule, with a query that pulls Constituents that did not give in the last 3 years? That would bring you a pop up window in batch and you would not have to open the Constituent record.

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