Make default Site behave consistently for Constituent Sites and add Site selection when creating Constituents as it is for almost all other features

In CRM, when adding an Event, Interaction, Plan, etc. you are able to choose what Site it relates to and, if the user has a default Site on their user account, it will pre-fill the Site based on that while allowing them to edit it.

However, for Constituents, the default site is instead driven by security role site assignment for the user - which is inconsistent and can be confusing - and the Site doesn't show on the Add form. This makes it very difficult when creating a Constituent record to specify or confirm the Site it relates to.

  • Mitchell Gibbs
  • Oct 1 2018
Organization Name (Please enter full organization name) Providence St. Joseph Health
Reported Version 4.0
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