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  • Gift Batch - Adding relationships to Constituent Fields

    Hi, Is there any way to add relationship fields to the Constituent Field Panel? Since we can add spouse fields I'm hoping there's a way to add relationship fields also. We have members and almost all records contain at least one relationship. It's getting quite annoying having to pop into...
    Posted to Forum by Steven Cheung on 06-23-2010
  • Constituent Information in Batches

    Is it possible to see more constituent information when you are entering data into a batch, depending on your configuration? What has brought this question about is an on-going debate here about time spent entering donations. When I enter donations, I keep all the paperwork together and cross-reference...
    Posted to Forum by Rose Orr on 09-25-2009
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