Add spouse LookupID in revenue batch "Constituent Window".
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.
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Jeremiah White
- Aug 8 2024
- Reviewed: Voting Open
| Organization Name (Please enter full organization name) | The University of Alabama |
| Reported Version | 4.0 |
Related ideas
Including the spouse lookup ID in the Constituent Window under the Household tab would greatly improve TSAW's workflow. Since BBCRM uses individual records, our data entry team needs a more efficient way to credit gifts when a spouse donates. Right now, they have to open a separate window to find the spouse, which adds extra steps and takes more time.