Have a link from the Constituent record to the current active TeamRaiser Participant record

When searching for a Participant who has not signed up to the right TeamRaiser, you have to

  1. Search in the Constituent database
  2. go into groups to find the TR they signed up for 
  3. go to that Team Raiser and find the Participant record
  4. begin the process to remove and soft credit funds 

A link in the Constituent record will cut down on the clicks and search when tracking down these errors.

  • frank duncanson
  • Apr 7 2017
  • Reviewed: Voting Open
Area of the Product TeamRaiser
Org/Company Name Ronald McDonald House Charities® of Southern California
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