Add a constituent to a Research List from the constituent view

Fundraisers would like to be able to add someone to their Research List from the constituent page.  Currently fundraisers have to find the constituent record, copy the ID, go to the Research List and then add the constituent in the Research List view.

  • Melissa Fulton
  • Apr 9 2018
  • Reviewed: Voting Open
Blackbaud CRM / Constituents
Organization Name (Please enter full organization name) Indiana University Foundation
Reported Version 4.0
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