We would like the software that processes the Finder number to lookup the Prospect Manager associated with the Constituent and populate their name in the “Solicitors” section of the page. We would like the amount to propagate to this section as well. Benefit: This will save the Gift Processor time. Currently they have to look up the Constituent record to find out who the Prospect Manager is and then specify their name in the “Solicitors” section of the “Add a credit card payment” form, as well as the amount.
Organization Name (Please enter full organization name) | Save the Children |
Reported Version | 4.0 |