Adding new constiuents in Revenue Batches like in Raisers Edge

If you are in any batch type other than constituent, you do have the facility to add a new constituent from within that batch. The issue is that you are only presented with the very basic constituent fields, so you can’t add relationships, DP or some other things that you would do if you were adding a constituent outside of batch. This is slowing down the data input for users who are adding revenue. Because as soon as they discover they have revenue for a new constituent, they have to exit batch, add the constituent and then go back in to the batch and add revenue. So i suggest you look at a way to change this so that data entry is a quick and efficient as possible for the end users. Because if you could batch in this way with Raisers Edge why cant we in BBEC?
  • Guest
  • Jun 29 2015
  • Shipped
Organization Name (Please enter full organization name)
Reported Version
  • Attach files