Add a browse and select feature to add Constituent to Event invitations and other lists.

Allow browse and select to add Constituent to Events and other lists. Currently Relationship Managers work from their portfilio. When running events they don't want to add all their portfilio to Invitations, or other lists, and then delete constituents they don't want. Managers would rather have a view and select featue to be able to do a smarter more intuitive selection and add to invitations.
  • Phil Higgs
  • Jun 29 2015
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  • +3