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Auto-Matches - allow to be able to choose to link or create new constitutent
donna briatico
Feb 18 2016
RELO
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Have the same functionality for Create New and Process for a "Matched" record as for a new constituent record
Combine Constituent Info and "Gifts&Registrations" into one
When I am in RE I go to the Luminate Online button it pulls up the Constiuent Information button and the Gifts and Registration Button. I would like to be able to seach by typing in a name. Or something different than hitting the online constiuent information and then having to seach by first name. Sometime if the name is in small letters it doesn't show until the bottom. Not very user friendly.
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donna briatico
donna briatico
