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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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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
Area of the Product Other
Org/Company Name KUNC
  • Attach files
  • Guest commented
    28 Jul, 2016 06:16pm

    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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