Home
/
CRM
-I-758
/
New idea
7
Vote
Would like it if you could search for another constituent within a screen
Ex: If you are in the Revenue screen for a constituent, you should be able to call up a constituent search screen and automatically go to that same screen for another record.
Guest
Jun 29 2015
Blackbaud CRM
/
Search
Comments (0)
Votes (7)
Attach files
Enter a subject
Drop here to upload
+7
Log in / Sign up
Log in
Identify yourself with your email address
Email address
Subscribe
You won't be notified about changes to this idea.
Related ideas
Add finder number to a constituent search screen
Constituent Search: Customize views
Add constituent lookup-id/name joint search field to all constituent search forms in the system
Search by Constituent Relationship Manager
Indicate clearly in the constituent search screen whether a constituent record is inactive eg red text or 'inactive' next to the name
Constituent Searching - Add Browse Functionality (like query)
Constituent search: Make it Google-like
Find/Feature by Constituent Lookup ID
Allow users to search group and household members separately
Allow search by Revenue/Revenue ID in apply to commitments commitment search in addition to constituent LID