Add a constituent field to store age range.

Often it is difficult to get a constituents' birth date, but there are many more services or ways to obtain a constituents' age range. Provide a field to store a constituents' age range. You could enhance this by having a global change that would populate age ranges based on an age range configuration area for those constituents that do have birth dates in CRM, and add this new age range field to constituent update batch.

For those with WealthPoint, it would be nice to be able to update constituent biographical information from the WealthPoint screens when that data is being confirmed.

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  • Oct 26 2018
Organization Name (Please enter full organization name) Jewish Federations of North America
Reported Version 4.0
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