Products A-Z All Services Can't find what you're looking for? Chat Live!
Products A-Z Can't find what you're looking for? Chat Live!
Can't find what you're looking for? Chat Live!
I want to make it easier to view "Solicitor" without having to dig down on the relationship tab in a donor record. Does anyone have a good idea?
I'll be watching to see if someone has a solution for you - at times it sure would be handy.
One thing I do when I'm having to look at a lot of constituent records for solicitor entry/checking/clean up etc. is set RE to eliminate one step - having to open the relationship tab. In any record select "Tools >> User Options." On the "Records" tab go to "Default Tab" and select "relationships. Repeat process selecting Organizations in left window if desired. Now when you open any record it will display relationships tab.
I love being able to change the default tab. Right now mine is set for gifts as we are checking some gift records.
Hope there is a solution out there.
I'm not sure if this is what you're looking for or not, but our solicitor assignments are very important in our current moves managment plan, so I created a business rule that creates a pop up window for every individual assigned to a specific solicitor.
So if you open a record assigned to me, a window pops up with "Sage Evans's Donor Assigned."
As the solicitor is something I am looking for reviewing gifts, I have included the solicitor column to appear on the gift page along with the other info such as gift date, gift amount, campaign, fund etc. This can be done by right clicking on the page and chooding columns. You chan add, remove and rearrange the columns here; then save and close.