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Please submit all product enhancement ideas below. We welcome your feedback; your ideas will be reviewed by the Product Manager that oversees the development of that part of the product on an ongoing basis and updated with its current status monthly based on our product planning process. Ideas you submit could help us shape features currently in development or grow our repository of requirements for our next big enhancement. Thank you for taking the time to share your thoughts and expertise with us.

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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
LO - Current Gen / User Experience
Area of the Product TeamRaiser
Org/Company Name Ronald McDonald House Charities® of Southern California
  • Attach files

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