Please add a live link from the Purpose > Stewardship tab > Stewardship Recipient to the constituent record

Please add a live link from the Purpose > Stewardship tab > Stewardship Recipient to the constituent record. That way you could click right through to the constituent record to get more information about the Stewardship Recipient. Currently we don't know which John Smith is the Stewardship Recipient.

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  • Jul 16 2015
Organization Name (Please enter full organization name) UC San Diego
Reported Version 3.0
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  • Aaron Rouse commented
    November 29, 2017 20:03

    I strongly agree with this request! We have created a custom tab on the constituent record that links to the purpose record, but we do not have a way to link a purpose record back to a constituent record. With no link back to the constituent or lookup id to reference, it makes it very difficult to figure out which constituent you are trying to find.