Add the Constituent Source field to the one-off Add an Individual form AND Constituent Update Batch

Currently, when creating new constituents using one-off Add Constituent forms or in a Constituent Update Batch, the Constituent Source field is automatically blank. (Constituent record > History tab > Origin sub-tab > Constituent Source Field).

My organization would like that to enter that information while creating that constituent using Constituent Add Forms and when creating new constituents in a Constituent Update Batch.

Note: Constituents created via Enhanced Revenue Batch with an address that has an Information Source have that data populated as their Constituent Source.

  • Guest
  • Jan 15 2025
  • Reviewed: Voting Open
Reported Version 4.0
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