Visibility of Constituent Data within Prospect Area

When in the Prospects section of the database, Users want to be able to access the information contained within the Constituents screen at a click. As an example, at the moment to see the giving history of any prospect a plan is being worked on for, it is required to: - exit the plan; - click on view as constituent; - click on revenue; - then click on the giving history tab. It's a similarly long-winded process to view the interactions of a prospect (if those interactions aren't part of the prospect plan you're working on). There should be a way of being able to flip quickly and easily between prospect plans and the information contained within the constituent screen.
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  • Jun 29 2015
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