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.