Put Lookup ID on Every View of Constituent

The Lookup ID should stay in the white area of the constituent record no matter which view we use in eCRM.
  • Guest
  • Jun 29 2015
  • Shipped
Blackbaud CRM / Interactions
  • Attach files
  • Carrie Ginnane commented
    September 06, 2016 18:59

    I feel like BlackBaud missed the mark on this enhancement. Because when I click on a specific plan or gift for example, the summary view goes away, and the lookup ID also disappears with it. That means I have to click out of that view in order to copy/ paste the Lookup ID for reference.

    ×

    Attachments Open full size

  • Trit Mulligan commented
    September 23, 2015 16:47

    With the enhancements to the navigation of 4.0, the ID is now static in the summary view when viewing other areas of the constituent record.  Also an additional option is to configure the display name to include the lookup ID.

    ×

    Attachments Open full size

  • +112

Related ideas