Make More Fields Available to the Yellow Quick View on the Right Hand Side of a Batch

At present, some field in the constituent record aren't available for the "quick view". For example, you cannot see the relationships for the constituent such as family members, solicitors, etc. There are other fields that don't show up as an option under Constituent > Define Constituent Fields (top menu bar). Request is to add more fields so we can preview them in the yellow quick view area without having to open up the constituent record.

  • Guest
  • Nov 13 2018
  • Attach files
  • Guest commented
    June 22, 2021 13:14

    We need some gift fields available in the Define Constituent Fields area. We currently have a match gift with criteria that requires us to see First Gift, Last Gift, etc.