display proposal on more than one constituent record

In the case of Head of Household, proposals don't appear on linked spouse records similar to soft crediting gifts. This causes many issues in the case of a university setting where many linked spouse relationships are present, most of which are major gift prospects. I'd like to be albe on the proposal screen of the prospect tab to display proposals that might be present on the spouse constituent record.

  • Matt Haynes
  • May 14 2014
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  • Guest commented
    September 21, 2016 16:07

    It would be helpful to link proposals for non-spouse relationships as well.  Siblings, friends, co workers etc. can all give a joint gift, but there is no way to link that proposal to all of those records.  Having a drop down or search bar that would allow you to search for a "constituent to link" would be SOOOOOO helpful!