Easily navigate to a spouse's record/have spouse gift information as 'soft credit' in the record

For example, when Mr. Smith calls to update his information or gift information, you search for him and pull up his record. You have verified all of the correct information... but where is the gift? Oh, maybe it's in Mrs. Smith's record. So you have to exit out of that record, type in her name, find her information, pull up her record, navigate to the transaction tab... etc. It's just very time consuming. It would be nice if you could just click on her name, or if there was an 'arrow' option (like in RE) that takes you to the spouse's record from the one that is open.

  • Guest
  • Jun 23 2015
  • Reviewed: Voting Open
LO - Current Gen / User Experience
Area of the Product Other
Org/Company Name KUNC
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  • Guest commented
    July 28, 2016 18:16

    This would be especially helpful when trying to find a transaction for a matching gift.  Often they donate under their spouse's name and we have no idea.  It makes it very difficult to find the original gift and where it was made.

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