Adding the spouse LookupID to a revenue batch would allow our accounting team to easily identify the exact spouse record and then apply spouse credit to the appropriate record. We're aware of the "Constituent Window" and Household member information but it only shows the spouse's Last name, First name, and Middle name. While this data is beneficial, our revenue team must still open a separate CRM session to identify the exact spouse record.

SpouseLookupID_...

Attachments Open full size