Add finder number to a constituent search screen

Add "finder number" to a constituent search screen for easier search functionality. Often times we'll have the finder number but not the lookup ID which makes it almost very difficult, if not impossible to open a constituent record. This is important when we have lockbox files that require changes to the constituent record or exceptions that do not make it into batch.
  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
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  • Stephanie Boyce commented
    25 Jul, 2019 03:32pm

    What we have done is create a query that locates a user via finder number and then use that on a 2nd screen to locate the constituent. 

  • +32